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
$332M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$4.36M
3
+$3.68M
4
ETN icon
Eaton
ETN
+$532K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$433K

Top Sells

1
+$4.6M
2
+$4.17M
3
+$3.64M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$771K
5
VZ icon
Verizon
VZ
+$585K

Sector Composition

1 Financials 11.97%
2 Consumer Staples 8.86%
3 Healthcare 8.63%
4 Technology 5.94%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$215K 0.06%
3,135
-910
127
$206K 0.06%
+2,740
128
$205K 0.06%
6,750
129
$156K 0.05%
6,305
+945
130
$50K 0.02%
2,000
131
– –
-17,062
132
– –
-4,625
133
– –
-3,391
134
– –
-82,105
2 3 4 5
6