SBWM
Sunflower Bank Wealth Management Portfolio holdings
AUM
$299M
This Quarter Return
+2.27%
1 Year Return
+13.16%
3 Year Return
+33.69%
5 Year Return
+71.74%
10 Year Return
–
AUM
$313M
AUM Growth
+$313M
(+0.89%)
Cap. Flow
-$2.64M
Cap. Flow
% of AUM
-0.84%
Top 10 Holdings %
Top 10 Hldgs %
57.49%
Holding
135
New
3
Increased
30
Reduced
47
Closed
5
Top Buys
| 1 |
Real Estate Select Sector SPDR Fund
XLRE
|
$3.73M |
| 2 |
iShares Gold Trust
IAU
|
$3.64M |
| 3 |
Invesco Preferred ETF
PGX
|
$2.41M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.92M |
| 5 |
Invesco QQQ Trust
QQQ
|
$642K |
Top Sells
| 1 |
iShares MSCI EAFE ETF
EFA
|
$3.8M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
$2.87M |
| 3 |
iShares Floating Rate Bond ETF
FLOT
|
$2.36M |
| 4 |
Invesco Variable Rate Investment Grade ETF
VRIG
|
$2.21M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$1.57M |
Sector Composition
| 1 | Consumer Staples | 10.8% |
| 2 | Healthcare | 8.99% |
| 3 | Technology | 6.55% |
| 4 | Financials | 4.71% |
| 5 | Industrials | 3.14% |
