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
51
$78.7K 0.05%
+1,674
52
$78.3K 0.05%
+321
53
$78.1K 0.05%
+250
54
$76.7K 0.05%
+854
55
$76.5K 0.05%
+163
56
$75.5K 0.05%
+326
57
$74.9K 0.05%
+893
58
$73.8K 0.05%
+78
59
$70.5K 0.05%
+629
60
$67.5K 0.04%
+547
61
$65.6K 0.04%
+269
62
$64.8K 0.04%
+17
63
$62.9K 0.04%
+3,212
64
$62.9K 0.04%
+3,092
65
$62.9K 0.04%
+3,394
66
$62.7K 0.04%
+3,219
67
$62.6K 0.04%
+426
68
$61.5K 0.04%
+978
69
$61.5K 0.04%
+65
70
$60.4K 0.04%
+3,642
71
$60.2K 0.04%
+98
72
$60K 0.04%
+2,902
73
$58.2K 0.04%
+275
74
$57.5K 0.04%
+232
75
$55.4K 0.04%
+331
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3
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