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
$312M
AUM Growth
-$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$4.17M
3
+$2.98M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$2.41M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$695K

Top Sells

1
+$8.14M
2
+$4.23M
3
+$2.9M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.33M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.06M

Sector Composition

1 Financials 12.77%
2 Healthcare 9.34%
3 Consumer Staples 8.66%
4 Technology 5.82%
5 Industrials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$352K 0.11%
2,295
102
$348K 0.11%
3,178
103
$348K 0.11%
7,606
104
$342K 0.11%
7,843
-3,148
105
$320K 0.1%
8,370
-2,965
106
$319K 0.1%
1,900
107
$305K 0.1%
8,100
-4,740
108
$304K 0.1%
3,194
109
$300K 0.1%
5,765
110
$286K 0.09%
2,607
111
$284K 0.09%
15,550
112
$273K 0.09%
4,142
113
$263K 0.08%
3,850
114
$261K 0.08%
1,975
-86
115
$258K 0.08%
4,439
-390
116
$254K 0.08%
3,391
-6,012
117
$247K 0.08%
1,600
118
$246K 0.08%
8,685
-1,520
119
$244K 0.08%
17,433
120
$242K 0.08%
4,045
121
$222K 0.07%
7,938
122
$216K 0.07%
4,625
123
$214K 0.07%
5,952
124
$204K 0.07%
1,200
125
$200K 0.06%
+6,750
2 3 4
5
6