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
$332M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$4.36M
3
+$3.68M
4
ETN icon
Eaton
ETN
+$532K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$433K

Top Sells

1
+$4.6M
2
+$4.17M
3
+$3.64M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$771K
5
VZ icon
Verizon
VZ
+$585K

Sector Composition

1 Financials 11.97%
2 Consumer Staples 8.86%
3 Healthcare 8.63%
4 Technology 5.94%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$399K 0.12%
+7,875
102
$374K 0.11%
1,900
103
$368K 0.11%
+7,326
104
$366K 0.11%
7,606
105
$356K 0.11%
7,106
-737
106
$354K 0.11%
3,128
-50
107
$350K 0.11%
3,194
108
$347K 0.1%
8,170
-200
109
$346K 0.1%
8,020
-80
110
$337K 0.1%
4,142
111
$314K 0.09%
1,975
112
$300K 0.09%
15,550
113
$297K 0.09%
12,410
-17,997
114
$288K 0.09%
7,938
115
$279K 0.08%
17,433
116
$278K 0.08%
4,439
117
$277K 0.08%
4,665
-1,100
118
$276K 0.08%
2,487
-120
119
$257K 0.08%
1,600
120
$253K 0.08%
1,200
121
$250K 0.08%
+7,000
122
$244K 0.07%
3,850
123
$242K 0.07%
5,832
-120
124
$241K 0.07%
7,595
-1,090
125
$230K 0.07%
5,354
-78
2 3 4
5
6