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
+$162K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$457K
2
+$287K
3
+$216K
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$208K
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
+$76.9K

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
COST icon
51
Costco
COST
$409B
$64.3K 0.04%
65
FDX icon
52
FedEx
FDX
$61.8B
$64.1K 0.04%
282
-39
HON icon
53
Honeywell
HON
$123B
$64K 0.04%
275
HIG icon
54
Hartford Financial Services
HIG
$36.1B
$63.6K 0.04%
501
-173
WRB icon
55
W.R. Berkley
WRB
$28.5B
$63.5K 0.04%
864
-404
BSCT icon
56
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.31B
$63.5K 0.04%
3,394
BSCS icon
57
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$2.8B
$63.4K 0.04%
3,092
BSCR icon
58
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.09B
$63.1K 0.04%
3,212
DE icon
59
Deere & Co
DE
$126B
$63.1K 0.04%
124
-39
BSCQ icon
60
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.23B
$62.8K 0.04%
3,219
TRV icon
61
Travelers Companies
TRV
$62.4B
$62.6K 0.04%
+234
PEP icon
62
PepsiCo
PEP
$195B
$62.5K 0.04%
473
-93
MDT icon
63
Medtronic
MDT
$118B
$62.2K 0.04%
714
-140
CPAY icon
64
Corpay
CPAY
$19.5B
$62K 0.04%
187
-44
CMCSA icon
65
Comcast
CMCSA
$99.7B
$61.2K 0.04%
1,716
-541
BSCU icon
66
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$1.91B
$61.1K 0.04%
3,642
MO icon
67
Altria Group
MO
$97.4B
$60.3K 0.04%
1,029
-323
BSCP icon
68
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.98B
$60K 0.04%
2,902
RNR icon
69
RenaissanceRe
RNR
$12.4B
$59.8K 0.04%
246
-85
GD icon
70
General Dynamics
GD
$93.6B
$59.2K 0.04%
203
CB icon
71
Chubb
CB
$113B
$59.1K 0.04%
204
-67
MMC icon
72
Marsh & McLennan
MMC
$88.2B
$58.8K 0.04%
269
MCK icon
73
McKesson
MCK
$105B
$58.6K 0.04%
80
-38
AFG icon
74
American Financial Group
AFG
$11.9B
$58.4K 0.04%
463
-165
CHKP icon
75
Check Point Software Technologies
CHKP
$21.5B
$58K 0.04%
262
-103
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3
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