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
$314M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$2.6M
3
+$2.33M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.28M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$1.74M

Top Sells

1
+$5.63M
2
+$3.17M
3
+$1.05M
4
WHR icon
Whirlpool
WHR
+$401K
5
SLB icon
SLB Ltd
SLB
+$254K

Sector Composition

1 Financials 16.86%
2 Consumer Staples 9.17%
3 Technology 8.12%
4 Communication Services 7.31%
5 Healthcare 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$68.5M 21.82%
333,143
+11,107
2
$47M 14.98%
208
3
$16.8M 5.37%
178,816
-1,227
4
$15.8M 5.02%
172,997
-45
5
$15.7M 5.01%
142,918
+23,630
6
$10.2M 3.24%
136,969
-2,300
7
$7.45M 2.37%
180,128
+3,263
8
$5.86M 1.87%
48,400
+1,198
9
$5.78M 1.84%
62,521
+4,020
10
$5.54M 1.77%
46,434
+19,480
11
$5.43M 1.73%
120,530
12
$4.7M 1.5%
111,312
-300
13
$4.34M 1.38%
147,008
+10,063
14
$4.13M 1.32%
60,425
-905
15
$4.02M 1.28%
185,406
+12,459
16
$3.91M 1.24%
107,670
+5,448
17
$3.57M 1.14%
+85,745
18
$3.53M 1.12%
127,860
-8,024
19
$3.49M 1.11%
31,069
+5,612
20
$3.29M 1.05%
31,517
-140
21
$3.25M 1.03%
69,866
+4,580
22
$2.99M 0.95%
42,575
+1,303
23
$2.89M 0.92%
61,874
+4,126
24
$2.65M 0.84%
104,305
+5,941
25
$2.37M 0.75%
29,831
+3,032
1
2 3 4 5