SBWM
Sunflower Bank Wealth Management Portfolio holdings
AUM
$299M
This Quarter Return
+6.94%
1 Year Return
+13.16%
3 Year Return
+33.69%
5 Year Return
+71.74%
10 Year Return
–
AUM
$327M
AUM Growth
+$327M
(+4.5%)
Cap. Flow
-$4.93M
Cap. Flow
% of AUM
-1.51%
Top 10 Holdings %
Top 10 Hldgs %
60.1%
Holding
138
New
8
Increased
25
Reduced
68
Closed
7
Top Buys
| 1 |
iShares MSCI ACWI ETF
ACWI
|
$7.06M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$3.7M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$3.59M |
| 4 |
Bristol-Myers Squibb
BMY
|
$403K |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$316K |
Top Sells
| 1 |
Utilities Select Sector SPDR Fund
XLU
|
$3.9M |
| 2 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$3.86M |
| 3 |
iShares Gold Trust
IAU
|
$3.77M |
| 4 |
Real Estate Select Sector SPDR Fund
XLRE
|
$3.3M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$1.27M |
Sector Composition
| 1 | Consumer Staples | 10.48% |
| 2 | Healthcare | 9.57% |
| 3 | Technology | 6.84% |
| 4 | Financials | 4.94% |
| 5 | Industrials | 3.26% |
