SVWA
Sarver Vrooman Wealth Advisors Portfolio holdings
AUM
$162M
1-Year Est. Return
4.89%
This Fund
S&P 500
1 Year Est. Return
+4.89%
AUM
$162M
AUM Growth
-$13M
(-7.4%)
Holding
266
Top Buys
| 1 | +$43.1M | |
| 2 | +$3.6M | |
| 3 | +$74.9K | |
| 4 |
Bank of New York Mellon
BK
|
+$44.4K |
| 5 |
FISV
Fiserv Inc
FISV
|
+$34.9K |
Top Sells
| 1 | +$44.9M | |
| 2 | +$3.38M | |
| 3 | +$2.84M | |
| 4 |
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
|
+$2.58M |
| 5 |
Palantir
PLTR
|
+$972K |
Sector Composition
| 1 | Technology | 0.86% |
| 2 | Financials | 0.63% |
| 3 | Healthcare | 0.4% |
| 4 | Industrials | 0.36% |
| 5 | Energy | 0.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Park National Corp
PRK
$3.08B
| – | – |
-300
|
|
||
252
Invesco QQQ Trust
QQQ
$412B
| – | – |
-983
|
|
||
253
Quantum Computing Inc
QUBT
$2.04B
| – | – |
-5,711
|
|
||
254
Roku
ROKU
$16.2B
| – | – |
-67
|
|
||
255
Starbucks
SBUX
$113B
| – | – |
-400
|
|
||
256
Shell
SHEL
$256B
| – | – |
-134
|
|
||
257
Shopify
SHOP
$165B
| – | – |
-80
|
|