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
76
$56.7K 0.04%
124
77
$54.2K 0.03%
269
78
$54.2K 0.03%
262
79
$53.9K 0.03%
1,716
80
$53.9K 0.03%
187
81
$53.9K 0.03%
225
82
$53.4K 0.03%
1,185
83
$51.5K 0.03%
12
84
$51.4K 0.03%
331
85
$49.9K 0.03%
661
86
$49.7K 0.03%
678
+16
87
$48.5K 0.03%
291
88
$48.3K 0.03%
937
89
$48.1K 0.03%
313
90
$47.4K 0.03%
95
91
$44.3K 0.03%
157
92
$44.2K 0.03%
147
93
$41.7K 0.03%
219
94
$37.9K 0.02%
361
+6
95
$35.5K 0.02%
275
96
$34.4K 0.02%
85
97
$33.1K 0.02%
239
98
$31.6K 0.02%
+1,220
99
$31.6K 0.02%
+1,210
100
$30.3K 0.02%
712
2 3
4
5 6