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
101
$26.6K 0.02%
586
102
$23.8K 0.02%
229
103
$22.4K 0.01%
518
104
$18.3K 0.01%
185
105
$14.6K 0.01%
645
106
$14.3K 0.01%
622
107
$14.1K 0.01%
140
108
$13.9K 0.01%
108
109
$13.4K 0.01%
146
110
$9.55K 0.01%
115
111
$8.62K 0.01%
63
112
$5.13K ﹤0.01%
448
113
$4.95K ﹤0.01%
22
114
$4.03K ﹤0.01%
+79
115
$2.03K ﹤0.01%
33
116
$1.13K ﹤0.01%
225
117
$1.12K ﹤0.01%
+24
118
$839 ﹤0.01%
9
119
$728 ﹤0.01%
40
120
$696 ﹤0.01%
15
121
$428 ﹤0.01%
10
122
$400 ﹤0.01%
5
123
$312 ﹤0.01%
20
124
$262 ﹤0.01%
3
125
$215 ﹤0.01%
3
2 3 4
5
6