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
51
$64.3K 0.04%
65
52
$64.1K 0.04%
282
-39
53
$64K 0.04%
292
54
$63.6K 0.04%
501
-173
55
$63.5K 0.04%
864
-404
56
$63.5K 0.04%
3,394
57
$63.4K 0.04%
3,092
58
$63.1K 0.04%
3,212
59
$63.1K 0.04%
124
-39
60
$62.8K 0.04%
3,219
61
$62.6K 0.04%
+234
62
$62.5K 0.04%
473
-93
63
$62.2K 0.04%
714
-140
64
$62K 0.04%
187
-44
65
$61.2K 0.04%
1,716
-541
66
$61.1K 0.04%
3,642
67
$60.3K 0.04%
1,029
-323
68
$60K 0.04%
2,902
69
$59.8K 0.04%
246
-85
70
$59.2K 0.04%
203
71
$59.1K 0.04%
204
-67
72
$58.8K 0.04%
269
73
$58.6K 0.04%
80
-38
74
$58.4K 0.04%
463
-165
75
$58K 0.04%
262
-103
1 2
3
4 5