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
51
$68K 0.04%
1,029
52
$67.5K 0.04%
463
53
$67.3K 0.04%
1,629
54
$66.9K 0.04%
98
55
$66.8K 0.04%
501
56
$66.5K 0.04%
282
57
$66.4K 0.04%
473
58
$66.2K 0.04%
864
59
$66.1K 0.04%
978
60
$65.3K 0.04%
234
61
$63.8K 0.04%
3,394
62
$63.6K 0.04%
3,092
63
$63.3K 0.04%
3,212
64
$63K 0.04%
3,219
65
$62.5K 0.04%
246
66
$61.8K 0.04%
80
67
$61.6K 0.04%
462
68
$61.5K 0.04%
3,642
69
$60.5K 0.04%
232
70
$60.2K 0.04%
65
71
$60K 0.04%
2,902
72
$59.3K 0.04%
602
73
$57.9K 0.04%
292
74
$57.6K 0.04%
204
75
$57K 0.04%
833
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3
4 5