SBWM
Sunflower Bank Wealth Management Portfolio holdings
AUM
$299M
This Quarter Return
-1.91%
1 Year Return
+13.16%
3 Year Return
+33.69%
5 Year Return
+71.74%
10 Year Return
–
AUM
$362M
AUM Growth
+$362M
(-2.5%)
Cap. Flow
-$490K
Cap. Flow
% of AUM
-0.14%
Top 10 Holdings %
Top 10 Hldgs %
55.56%
Holding
145
New
9
Increased
21
Reduced
67
Closed
4
Top Buys
| 1 |
iShares Gold Trust
IAU
|
$4.62M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$4.12M |
| 3 |
iShares Floating Rate Bond ETF
FLOT
|
$2.19M |
| 4 |
ALPS Sector Dividend Dogs ETF
SDOG
|
$808K |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$805K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$8.51M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$2.25M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$897K |
| 4 |
AbbVie
ABBV
|
$579K |
| 5 |
Target
TGT
|
$488K |
Sector Composition
| 1 | Financials | 15.77% |
| 2 | Healthcare | 7.78% |
| 3 | Consumer Staples | 7.46% |
| 4 | Technology | 5.48% |
| 5 | Industrials | 2.54% |
