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
$295M
AUM Growth
+$1.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$4.24M
2
+$4.06M
3
+$2.06M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$676K
5
THO icon
Thor Industries
THO
+$481K

Top Sells

1
+$3.93M
2
+$3.14M
3
+$1.85M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.81M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$914K

Sector Composition

1 Financials 18.03%
2 Consumer Staples 9.86%
3 Technology 6.99%
4 Healthcare 6.11%
5 Industrials 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$72.6M 24.66%
300,444
-2,702
2
$47.1M 15.99%
185
3
$15.2M 5.18%
174,970
-160
4
$13.3M 4.51%
121,249
-8,345
5
$8.71M 2.96%
103,078
-6,775
6
$7.07M 2.4%
128,040
-2,921
7
$6.03M 2.05%
124,093
+3,798
8
$5.7M 1.94%
44,069
-344
9
$5.21M 1.77%
64,499
-3,133
10
$4.98M 1.69%
37,617
-220
11
$4.79M 1.63%
106,920
-3,228
12
$4.74M 1.61%
86,634
-5,464
13
$4.32M 1.47%
54,507
+51,227
14
$4.24M 1.44%
+171,776
15
$4.19M 1.42%
131,413
-6,978
16
$4.08M 1.38%
113,248
+1,428
17
$3.77M 1.28%
36,160
-245
18
$3.43M 1.16%
48,933
-44,734
19
$2.88M 0.98%
41,700
-2,217
20
$2.75M 0.93%
66,370
+2,240
21
$2.73M 0.93%
95,938
-323
22
$2.67M 0.91%
20,986
-47
23
$2.46M 0.83%
54,988
+237
24
$2.42M 0.82%
32,481
-560
25
$2.34M 0.8%
15,275
-230
1
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