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
$156M
AUM Growth
+$5.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$618K
2
+$363K
3
+$287K
4
IBDZ
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
+$287K
5
IBDY icon
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
+$260K

Top Sells

1
+$79.9K
2
+$26.3K
3
+$16.1K
4
KMB icon
Kimberly-Clark
KMB
+$13.9K
5
SBUX icon
Starbucks
SBUX
+$13.4K

Sector Composition

1 Technology 1.04%
2 Financials 0.9%
3 Healthcare 0.47%
4 Industrials 0.45%
5 Consumer Discretionary 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$105K 0.07%
1,256
27
$105K 0.07%
374
28
$104K 0.07%
367
29
$98K 0.06%
303
30
$97.3K 0.06%
893
31
$90.9K 0.06%
78
32
$90.7K 0.06%
95
33
$84.1K 0.05%
725
34
$83.9K 0.05%
592
35
$83.1K 0.05%
389
36
$82.8K 0.05%
753
37
$82.4K 0.05%
624
38
$81.1K 0.05%
1,330
39
$79.8K 0.05%
272
40
$78.7K 0.05%
370
41
$77.9K 0.05%
1,067
42
$76K 0.05%
250
43
$75.8K 0.05%
377
44
$75.1K 0.05%
226
45
$74.4K 0.05%
547
46
$72K 0.05%
326
47
$70.9K 0.05%
426
48
$69.8K 0.04%
629
49
$69.2K 0.04%
203
50
$68K 0.04%
714
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