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
$293M
AUM Growth
+$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$41.6M
2
+$5.91M
3
+$4.91M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$3.52M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$3.47M

Top Sells

1
+$6.31M
2
+$3.44M
3
+$3.19M
4
IYR icon
iShares US Real Estate ETF
IYR
+$3.08M
5
WMT icon
Walmart
WMT
+$428K

Sector Composition

1 Financials 16.55%
2 Consumer Staples 9.1%
3 Technology 8.57%
4 Communication Services 7.52%
5 Healthcare 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$63.4M 21.63%
322,036
+24,919
2
$43M 14.67%
208
+201
3
$16M 5.47%
180,043
+446
4
$14.5M 4.94%
173,042
+535
5
$13M 4.44%
119,288
-2,264
6
$10.4M 3.55%
139,269
+450
7
$7.06M 2.41%
169,773
+142,295
8
$7.05M 2.41%
176,865
+86,872
9
$5.79M 1.98%
47,202
+485
10
$5.5M 1.88%
58,501
-1,128
11
$5.01M 1.71%
120,530
-1,282
12
$4.76M 1.62%
111,612
-850
13
$3.92M 1.34%
61,330
+2,016
14
$3.84M 1.31%
136,945
+1,512
15
$3.56M 1.21%
102,222
+2,540
16
$3.52M 1.2%
+172,947
17
$3.42M 1.17%
135,884
+6,020
18
$3.38M 1.15%
31,657
-432
19
$3.19M 1.09%
26,954
-614
20
$3.17M 1.08%
+103,472
21
$3.04M 1.04%
25,457
+735
22
$3.03M 1.03%
65,286
+2,413
23
$2.89M 0.98%
57,748
-859
24
$2.81M 0.96%
41,272
-121
25
$2.62M 0.89%
98,364
+450
1
2 3 4 5