SVWA

Sarver Vrooman Wealth Advisors Portfolio holdings

AUM $162M
1-Year Est. Return 4.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$162K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$448K
2
+$283K
3
+$214K
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$207K
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$204K

Top Sells

1
+$82.6K
2
+$82.4K
3
+$81.6K
4
KHC icon
Kraft Heinz
KHC
+$79.3K
5
LMT icon
Lockheed Martin
LMT
+$77.7K

Sector Composition

1 Technology 0.98%
2 Financials 0.88%
3 Healthcare 0.47%
4 Industrials 0.44%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$88.9K 0.06%
582
-100
27
$87.1K 0.06%
1,067
28
$83.9K 0.06%
272
29
$81.8K 0.05%
78
30
$81.8K 0.05%
374
31
$81.4K 0.05%
893
32
$79.5K 0.05%
753
-265
33
$78.7K 0.05%
+370
34
$77.2K 0.05%
98
35
$77.1K 0.05%
+725
36
$74.6K 0.05%
326
37
$73K 0.05%
250
38
$72.9K 0.05%
978
39
$72.6K 0.05%
+592
40
$72.1K 0.05%
226
-77
41
$71.8K 0.05%
+1,629
42
$71.6K 0.05%
95
-33
43
$70.3K 0.05%
377
-85
44
$69.7K 0.05%
629
45
$67.8K 0.05%
426
-91
46
$65.8K 0.04%
624
-149
47
$65.6K 0.04%
389
-110
48
$65.5K 0.04%
462
-145
49
$65.4K 0.04%
1,330
-344
50
$65.3K 0.04%
547
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