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
$371M
AUM Growth
+$94.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$10.4M
3
+$8.84M
4
PGX icon
Invesco Preferred ETF
PGX
+$5.53M
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$5.24M

Top Sells

1
+$8.38M
2
+$1.05M
3
+$893K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$696K
5
GILD icon
Gilead Sciences
GILD
+$278K

Sector Composition

1 Financials 15.68%
2 Consumer Staples 8.3%
3 Healthcare 7.83%
4 Technology 5.57%
5 Industrials 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$225K 0.06%
1,076
-103
127
$222K 0.06%
2,765
128
$220K 0.06%
+4,800
129
$218K 0.06%
5,454
-728
130
$216K 0.06%
+1,275
131
$211K 0.06%
3,565
-1,225
132
$205K 0.06%
+1,652
133
$203K 0.05%
+1,200
134
$202K 0.05%
2,047
-84,942
135
$200K 0.05%
3,514
-260
136
$98K 0.03%
+2,000
137
– –
-3,150
2 3 4 5
6