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
$285M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.6M
3
+$1.46M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.39M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$447K

Top Sells

1
+$4.58M
2
+$828K
3
+$791K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$573K
5
EMR icon
Emerson Electric
EMR
+$382K

Sector Composition

1 Financials 14.51%
2 Consumer Staples 9.68%
3 Communication Services 8.2%
4 Technology 6.47%
5 Healthcare 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$57.5M 20.16%
281,796
-2,811
2
$37M 12.98%
187
-4
3
$18.4M 6.45%
175,015
-1,099
4
$14.5M 5.09%
182,750
+699
5
$14.4M 5.06%
133,473
-510
6
$10.7M 3.76%
127,085
+5,295
7
$6.7M 2.35%
44,896
-1,581
8
$6.31M 2.21%
126,174
+3,040
9
$5.91M 2.07%
137,899
+32,371
10
$5.64M 1.98%
102,438
+2,440
11
$5.46M 1.92%
121,630
+1,100
12
$5.15M 1.81%
66,057
-3,670
13
$4.7M 1.65%
109,470
-160
14
$4.58M 1.61%
63,564
+596
15
$4.19M 1.47%
53,587
+150
16
$4.17M 1.46%
136,030
-4,422
17
$3.98M 1.4%
38,782
-970
18
$3.31M 1.16%
94,594
+6,430
19
$3.31M 1.16%
96,060
-2,070
20
$3.1M 1.09%
117,820
+720
21
$3.06M 1.07%
33,984
+35
22
$2.65M 0.93%
47,702
-400
23
$2.5M 0.88%
96,338
-3,979
24
$2.49M 0.87%
53,823
-2,480
25
$2.46M 0.86%
35,767
1
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