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
$294M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.29M
3
+$468K
4
CVX icon
Chevron
CVX
+$285K
5
AEP icon
American Electric Power
AEP
+$252K

Top Sells

1
+$870K
2
+$626K
3
+$250K
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$157K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$105K

Sector Composition

1 Financials 17.73%
2 Consumer Staples 10.1%
3 Technology 7.47%
4 Healthcare 5.81%
5 Industrials 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$71.5M 24.34%
303,146
+675
2
$46.2M 15.74%
185
-1
3
$15.7M 5.36%
175,130
4
$14.1M 4.79%
129,594
-965
5
$9.28M 3.16%
109,853
-10,290
6
$7.51M 2.56%
130,961
+1,040
7
$6.48M 2.21%
93,667
+21
8
$6.34M 2.16%
44,413
+856
9
$5.55M 1.89%
67,632
+2,535
10
$5.34M 1.82%
120,295
-149
11
$4.91M 1.67%
92,098
+32,979
12
$4.71M 1.61%
37,837
+205
13
$4.67M 1.59%
110,148
+2,900
14
$4.49M 1.53%
138,391
+7,520
15
$4.4M 1.5%
48,454
+2,352
16
$4.02M 1.37%
111,820
-400
17
$3.91M 1.33%
36,405
+2,650
18
$3.02M 1.03%
96,261
+2,381
19
$2.94M 1%
81,620
-100
20
$2.89M 0.99%
43,917
+1,370
21
$2.7M 0.92%
21,033
+461
22
$2.67M 0.91%
54,751
+1,100
23
$2.53M 0.86%
64,130
+32,706
24
$2.37M 0.81%
33,877
+1,835
25
$2.36M 0.8%
33,041
+1,065
1
2 3 4