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
$273M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$3.65M
3
+$3.49M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.91M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.6M

Top Sells

1
+$15.4M
2
+$5.26M
3
+$3.61M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.26M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.88M

Sector Composition

1 Financials 16.54%
2 Consumer Staples 10.62%
3 Technology 7.9%
4 Healthcare 5.92%
5 Industrials 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$62.3M 22.79%
288,048
+19,388
2
$40.2M 14.71%
186
3
$16.2M 5.94%
181,035
-430
4
$15.1M 5.53%
134,356
-4,306
5
$10.5M 3.85%
123,887
-2,842
6
$8.92M 3.26%
130,211
-2,355
7
$6.22M 2.27%
43,815
-125
8
$5.95M 2.18%
95,886
+56,198
9
$5.8M 2.12%
66,497
+1,550
10
$5.09M 1.86%
120,444
-776
11
$4.55M 1.66%
107,448
-832
12
$4.43M 1.62%
37,547
-330
13
$4.23M 1.55%
131,546
-47
14
$3.65M 1.33%
+62,452
15
$3.38M 1.24%
32,840
+100
16
$3.17M 1.16%
112,220
17
$3.09M 1.13%
81,905
-520
18
$2.84M 1.04%
35,238
+869
19
$2.79M 1.02%
91,132
-100
20
$2.71M 0.99%
52,091
-142
21
$2.46M 0.9%
42,787
-4,352
22
$2.27M 0.83%
32,132
+27,042
23
$2.17M 0.79%
20,772
+213
24
$2.1M 0.77%
19,310
-252
25
$2.09M 0.77%
16,245
+100
1
2 3 4