SBWM
Sunflower Bank Wealth Management Portfolio holdings
AUM
$299M
This Quarter Return
-8.23%
1 Year Return
+13.16%
3 Year Return
+33.69%
5 Year Return
+71.74%
10 Year Return
–
AUM
$312M
AUM Growth
+$312M
(-12%)
Cap. Flow
-$9.09M
Cap. Flow
% of AUM
-2.91%
Top 10 Holdings %
Top 10 Hldgs %
58.37%
Holding
139
New
4
Increased
23
Reduced
58
Closed
11
Top Buys
Top Sells
| 1 |
Technology Select Sector SPDR Fund
XLK
|
$8.14M |
| 2 |
Invesco QQQ Trust
QQQ
|
$4.23M |
| 3 |
Invesco Variable Rate Preferred ETF
VRP
|
$2.9M |
| 4 |
SPDR S&P Regional Banking ETF
KRE
|
$1.34M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$1.06M |
Sector Composition
| 1 | Financials | 12.77% |
| 2 | Healthcare | 9.34% |
| 3 | Consumer Staples | 8.66% |
| 4 | Technology | 5.82% |
| 5 | Industrials | 2.5% |
