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
101
$26K 0.02%
+586
102
$25K 0.02%
+229
103
$23.5K 0.02%
+518
104
$19.3K 0.01%
+185
105
$15.4K 0.01%
+108
106
$14.5K 0.01%
+645
107
$14.3K 0.01%
+622
108
$14.3K 0.01%
+146
109
$14.3K 0.01%
+140
110
$8.84K 0.01%
+115
111
$8.6K 0.01%
+63
112
$4.81K ﹤0.01%
+448
113
$4.43K ﹤0.01%
+22
114
$1.9K ﹤0.01%
+33
115
$957 ﹤0.01%
+225
116
$655 ﹤0.01%
+9
117
$465 ﹤0.01%
+40
118
$445 ﹤0.01%
+15
119
$358 ﹤0.01%
+5
120
$351 ﹤0.01%
+35
121
$332 ﹤0.01%
+10
122
$258 ﹤0.01%
+3
123
$252 ﹤0.01%
+20
124
$203 ﹤0.01%
+3
125
$79 ﹤0.01%
+2
2 3 4
5
6