SBWM
Sunflower Bank Wealth Management Portfolio holdings
AUM
$299M
This Quarter Return
+7.33%
1 Year Return
+13.16%
3 Year Return
+33.69%
5 Year Return
+71.74%
10 Year Return
–
AUM
$355M
AUM Growth
+$355M
(+3.7%)
Cap. Flow
-$4.26M
Cap. Flow
% of AUM
-1.2%
Top 10 Holdings %
Top 10 Hldgs %
56.63%
Holding
141
New
1
Increased
10
Reduced
69
Closed
6
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$8.19M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$4.15M |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$3.66M |
| 4 |
NVIDIA
NVDA
|
$225K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$220K |
Top Sells
Sector Composition
| 1 | Financials | 11.88% |
| 2 | Healthcare | 8.65% |
| 3 | Consumer Staples | 7.58% |
| 4 | Technology | 6.66% |
| 5 | Industrials | 2.77% |
