SVWA
Sarver Vrooman Wealth Advisors Portfolio holdings
AUM
$150M
This Quarter Return
-0.67%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$150M
AUM Growth
+$150M
(+0.11%)
Cap. Flow
+$1.52M
Cap. Flow
% of AUM
1.01%
Top 10 Holdings %
Top 10 Hldgs %
95.03%
Holding
139
New
10
Increased
16
Reduced
33
Closed
10
Top Buys
Top Sells
| 1 |
Performance Food Group
PFGC
|
$82.6K |
| 2 |
Truist Financial
TFC
|
$82.4K |
| 3 |
Lowe's Companies
LOW
|
$81.6K |
| 4 |
Kraft Heinz
KHC
|
$79.3K |
| 5 |
Lockheed Martin
LMT
|
$76.9K |
Sector Composition
| 1 | Technology | 0.98% |
| 2 | Financials | 0.88% |
| 3 | Healthcare | 0.47% |
| 4 | Industrials | 0.44% |
| 5 | Consumer Discretionary | 0.34% |
