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
$355M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$4.15M
3
+$225K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$220K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$210K

Top Sells

1
+$6.31M
2
+$3.93M
3
+$3.42M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.34M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$831K

Sector Composition

1 Financials 11.88%
2 Healthcare 8.65%
3 Consumer Staples 7.58%
4 Technology 6.66%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$457K 0.13%
4,260
-175
102
$445K 0.13%
5,845
-1,150
103
$429K 0.12%
2,850
104
$428K 0.12%
5,355
105
$409K 0.12%
1,900
106
$404K 0.11%
4,249
107
$402K 0.11%
7,606
108
$363K 0.1%
4,250
109
$352K 0.1%
3,178
110
$351K 0.1%
7,938
111
$340K 0.1%
3,194
112
$329K 0.09%
2,061
113
$329K 0.09%
4,829
-150
114
$320K 0.09%
4,142
115
$310K 0.09%
4,045
116
$307K 0.09%
15,550
117
$305K 0.09%
2,607
-1,800
118
$304K 0.09%
5,765
-200
119
$301K 0.08%
17,433
120
$298K 0.08%
10,205
-280
121
$280K 0.08%
3,850
122
$272K 0.08%
6,179
-90
123
$264K 0.07%
2,460
124
$262K 0.07%
7,000
125
$253K 0.07%
4,585
-20
2 3 4
5
6