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
76
$55.3K 0.04%
+203
77
$55.3K 0.04%
+431
78
$53.3K 0.04%
+313
79
$52.4K 0.03%
+1,852
80
$52.3K 0.03%
+374
81
$51.4K 0.03%
+833
82
$51.1K 0.03%
+291
83
$46.9K 0.03%
+661
84
$42.3K 0.03%
+421
85
$39.7K 0.03%
+599
86
$39.1K 0.03%
+937
87
$39K 0.03%
+157
88
$37.1K 0.02%
+219
89
$32.1K 0.02%
+712
90
$31.2K 0.02%
+85
91
$29.6K 0.02%
+323
92
$29.4K 0.02%
+147
93
$28.7K 0.02%
+1,328
94
$28.5K 0.02%
+239
95
$28.5K 0.02%
+1,227
96
$27.7K 0.02%
+1,147
97
$27.7K 0.02%
+1,095
98
$27.6K 0.02%
+1,194
99
$26.6K 0.02%
+1,224
100
$26.2K 0.02%
+1,050
2 3
4
5 6