SBWM

Sunflower Bank Wealth Management Portfolio holdings

AUM $299M
1-Year Est. Return 13.16%
This Quarter Est. Return
1 Year Est. Return
+13.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$371M
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$10.4M
3
+$8.84M
4
PGX icon
Invesco Preferred ETF
PGX
+$5.53M
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$5.24M

Top Sells

1
+$8.38M
2
+$1.05M
3
+$893K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$696K
5
GILD icon
Gilead Sciences
GILD
+$278K

Sector Composition

1 Financials 15.68%
2 Consumer Staples 8.3%
3 Healthcare 7.83%
4 Technology 5.57%
5 Industrials 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$363K 0.1%
3,178
-800
102
$358K 0.1%
+4,605
103
$355K 0.1%
1,900
104
$342K 0.09%
5,129
-150
105
$334K 0.09%
2,850
-25
106
$330K 0.09%
+15,900
107
$327K 0.09%
+6,430
108
$323K 0.09%
3,244
-50
109
$317K 0.09%
+4,249
110
$309K 0.08%
8,100
111
$305K 0.08%
2,050
112
$303K 0.08%
2,061
113
$302K 0.08%
+17,433
114
$301K 0.08%
+4,150
115
$299K 0.08%
4,295
-85
116
$279K 0.08%
+6,352
117
$277K 0.07%
5,480
-110
118
$276K 0.07%
+8,980
119
$268K 0.07%
4,142
120
$259K 0.07%
8,755
-490
121
$257K 0.07%
2,460
122
$248K 0.07%
6,445
-383
123
$233K 0.06%
3,845
124
$227K 0.06%
+4,750
125
$226K 0.06%
+5,796
2 3 4
5
6