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
$312M
AUM Growth
-$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$4.17M
3
+$2.98M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$2.41M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$695K

Top Sells

1
+$8.14M
2
+$4.23M
3
+$2.9M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.33M
5
IWM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$200K 0.06%
5,432
-747
127
$132K 0.04%
5,360
128
$43K 0.01%
2,000
129
– –
-4,585
130
– –
-22,460
131
– –
-4,996
132
– –
-7,000
133
– –
-32,000
134
– –
-4,250
135
– –
-45,460
136
– –
-2,460
137
– –
-2,965
138
– –
-2,122
139
– –
-4,249
2 3 4 5
6