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
101
$29.6K 0.02%
586
102
$29.3K 0.02%
1,328
103
$28.7K 0.02%
1,227
104
$27.1K 0.02%
260
-161
105
$26.1K 0.02%
926
-926
106
$25.8K 0.02%
229
107
$16.6K 0.01%
185
108
$14.7K 0.01%
645
109
$14.5K 0.01%
+2,173
110
$14.4K 0.01%
140
111
$14.3K 0.01%
622
112
$11.4K 0.01%
259
-259
113
$10.5K 0.01%
116
+1
114
$8.91K 0.01%
64
+1
115
$5.37K ﹤0.01%
22
116
$4.38K ﹤0.01%
224
-224
117
$4.3K ﹤0.01%
79
118
$2.13K ﹤0.01%
33
119
$1.91K ﹤0.01%
225
120
$1.37K ﹤0.01%
15
121
$1.22K ﹤0.01%
24
122
$1.06K ﹤0.01%
40
123
$882 ﹤0.01%
9
124
$497 ﹤0.01%
20
125
$419 ﹤0.01%
5
2 3 4
5
6