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
$362M
AUM Growth
-$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$4.62M
2
+$4.12M
3
+$2.19M
4
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$808K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$805K

Top Sells

1
+$8.51M
2
+$2.25M
3
+$897K
4
ABBV icon
AbbVie
ABBV
+$579K
5
TGT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$256K 0.07%
3,900
-250
127
$239K 0.07%
6,350
-95
128
$237K 0.07%
5,796
129
$229K 0.06%
1,200
130
$225K 0.06%
4,800
131
$220K 0.06%
+38,000
132
$220K 0.06%
4,685
-65
133
$219K 0.06%
2,765
134
$216K 0.06%
4,705
-775
135
$207K 0.06%
+7,000
136
$207K 0.06%
2,047
137
$206K 0.06%
7,485
-1,270
138
$205K 0.06%
1,652
139
$201K 0.06%
3,845
140
$200K 0.06%
948
-128
141
$89K 0.02%
2,000
142
– –
-5,454
143
– –
-3,565
144
– –
-1,275
145
– –
-3,514
2 3 4 5
6