SBWM
Sunflower Bank Wealth Management Portfolio holdings
AUM
$299M
1-Year Est. Return
13.16%
1 Year Est. Return
+13.16%
AUM
$298M
AUM Growth
+$34.5M
(+13%)
Holding
130
Top Buys
| 1 | +$5.09M | |
| 2 | +$3.8M | |
| 3 | +$2.35M | |
| 4 |
Genuine Parts
GPC
|
+$497K |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$486K |
Top Sells
| 1 | +$3.77M | |
| 2 | +$3.24M | |
| 3 | +$2.96M | |
| 4 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
+$2.81M |
| 5 |
Qualcomm
QCOM
|
+$919K |
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
Principal Financial Group
PFG
$19.6B
| – | – |
-10,196
|
|
||
127
SPDR Dow Jones International Real Estate ETF
RWX
$294M
| – | – |
-9,020
|
|
||
128
ProShares Short S&P500
SH
$1.18B
| – | – |
-34,115
|
|
||
129
Weyerhaeuser
WY
$17.1B
| – | – |
-21,802
|
|
||
|
RTN
130
DELISTED
Raytheon Company
RTN
| – | – |
-2,295
|
|