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

Top Sells

1 +$79.9K
2 +$26.1K
3 +$16.8K
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%