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
76
$57.8K 0.04%
833
77
$57.4K 0.04%
232
78
$54.9K 0.04%
602
-136
79
$54.9K 0.04%
1,185
-124
80
$53.6K 0.04%
225
-95
81
$53.6K 0.04%
1,852
82
$53.3K 0.04%
291
83
$49.9K 0.03%
313
84
$47.4K 0.03%
275
-99
85
$47.4K 0.03%
331
86
$47.2K 0.03%
662
+63
87
$46.3K 0.03%
157
88
$45.9K 0.03%
661
89
$44.5K 0.03%
12
-5
90
$44.3K 0.03%
937
91
$44K 0.03%
95
-166
92
$40.4K 0.03%
421
93
$39.3K 0.03%
219
94
$37.8K 0.03%
147
95
$34.9K 0.02%
355
+32
96
$31.2K 0.02%
85
97
$30.7K 0.02%
712
98
$29.3K 0.02%
1,328
99
$29K 0.02%
239
100
$28.6K 0.02%
1,227
2 3
4
5 6