SBWM
Sunflower Bank Wealth Management Portfolio holdings
AUM
$299M
1-Year Est. Return
13.16%
1 Year Est. Return
+13.16%
AUM
$299M
AUM Growth
+$852K
(+0.29%)
Holding
128
Top Buys
| 1 | +$4.4M | |
| 2 | +$3.39M | |
| 3 | +$1.15M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$1.05M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$850K |
Top Sells
| 1 | +$9.6M | |
| 2 | +$5.22M | |
| 3 | +$3.07M | |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$1.36M |
| 5 |
Qualcomm
QCOM
|
+$1.29M |
Sector Composition
| 1 | Consumer Staples | 11.72% |
| 2 | Healthcare | 10.69% |
| 3 | Technology | 7.22% |
| 4 | Industrials | 3.17% |
| 5 | Financials | 1.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
US Bancorp
USB
$72.2B
| – | – |
-6,750
|
|
||
127
Invesco Variable Rate Preferred ETF
VRP
$2.22B
| – | – |
-12,160
|
|
||
128
Consumers Staples Select Sector SPDR Fund
XLP
$14.8B
| – | – |
-9,000
|
|