SBWM
Sunflower Bank Wealth Management Portfolio holdings
AUM
$299M
This Quarter Return
+1.23%
1 Year Return
+13.16%
3 Year Return
+33.69%
5 Year Return
+71.74%
10 Year Return
–
AUM
$342M
AUM Growth
+$342M
(-5.5%)
Cap. Flow
-$21.1M
Cap. Flow
% of AUM
-6.15%
Top 10 Holdings %
Top 10 Hldgs %
53.43%
Holding
149
New
8
Increased
29
Reduced
57
Closed
9
Top Buys
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$14.9M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$5.21M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$4.56M |
| 4 |
iShares Gold Trust
IAU
|
$4.2M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$4.12M |
Sector Composition
| 1 | Financials | 11.21% |
| 2 | Healthcare | 8.19% |
| 3 | Consumer Staples | 7.55% |
| 4 | Technology | 5.98% |
| 5 | Industrials | 2.69% |
