SBWM
Sunflower Bank Wealth Management Portfolio holdings
AUM
$299M
This Quarter Return
+3.11%
1 Year Return
+13.16%
3 Year Return
+33.69%
5 Year Return
+71.74%
10 Year Return
–
AUM
$310M
AUM Growth
+$310M
(-6.6%)
Cap. Flow
-$32.7M
Cap. Flow
% of AUM
-10.53%
Top 10 Holdings %
Top 10 Hldgs %
57.4%
Holding
135
New
5
Increased
19
Reduced
68
Closed
3
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$5.11M |
| 2 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$4.25M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$3.85M |
| 4 |
Dow Inc
DOW
|
$308K |
| 5 |
Bristol-Myers Squibb
BMY
|
$206K |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$26.7M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$4.9M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$4.36M |
| 4 |
Invesco Senior Loan ETF
BKLN
|
$3.31M |
| 5 |
Qualcomm
QCOM
|
$2.27M |
Sector Composition
| 1 | Consumer Staples | 9.81% |
| 2 | Healthcare | 9.06% |
| 3 | Technology | 6.4% |
| 4 | Financials | 4.88% |
| 5 | Industrials | 3.09% |
