SBWM
Sunflower Bank Wealth Management Portfolio holdings
AUM
$299M
1-Year Est. Return
13.16%
This Fund
S&P 500
1 Year Est. Return
+13.16%
AUM
$298M
AUM Growth
+$34.5M
(+13%)
Holding
130
Top Buys
| 1 | +$4.66M | |
| 2 | +$3.76M | |
| 3 | +$2.32M | |
| 4 |
Southern Company
SO
|
+$457K |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$455K |
Top Sells
| 1 | +$3.77M | |
| 2 | +$3.08M | |
| 3 | +$2.8M | |
| 4 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
+$2.77M |
| 5 |
Qualcomm
QCOM
|
+$808K |
Sector Composition
| 1 | Healthcare | 10.69% |
| 2 | Consumer Staples | 10.52% |
| 3 | Technology | 7.17% |
| 4 | Financials | 4.2% |
| 5 | Industrials | 2.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Weyerhaeuser
WY
$17.5B
| – | – |
-21,802
|
|
||
|
RTN
127
DELISTED
Raytheon Company
RTN
| – | – |
-2,295
|
|
||
128
Berkshire Hathaway Class B
BRK.B
$1.03T
| – | – |
-1,326
|
|
||
129
CenterPoint Energy
CNP
$28B
| – | – |
-15,628
|
|
||
130
General Motors
GM
$67.2B
| – | – |
-15,555
|
|