SVWA

Sarver Vrooman Wealth Advisors Portfolio holdings

AUM $156M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$46M
2
+$44.2M
3
+$42.2M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.15M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.94M

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.89%
2 Technology 0.73%
3 Industrials 0.55%
4 Healthcare 0.53%
5 Consumer Staples 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$83.9K 0.06%
+499
27
$83.5K 0.06%
+738
28
$83.4K 0.06%
+674
29
$83.3K 0.06%
+2,257
30
$83.2K 0.06%
+365
31
$83.1K 0.06%
+607
32
$83.1K 0.06%
+272
33
$82.6K 0.05%
+374
34
$82.6K 0.05%
+1,050
35
$82.5K 0.05%
+628
36
$82.4K 0.05%
+2,002
37
$81.8K 0.05%
+271
38
$81.6K 0.05%
+350
39
$81.6K 0.05%
+1,018
40
$81.5K 0.05%
+303
41
$81.2K 0.05%
+462
42
$81.1K 0.05%
+1,352
43
$80.6K 0.05%
+231
44
$80.2K 0.05%
+128
45
$79.8K 0.05%
+1,309
46
$79.5K 0.05%
+773
47
$79.4K 0.05%
+331
48
$79.4K 0.05%
+517
49
$79.4K 0.05%
+118
50
$79.3K 0.05%
+2,606
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