SVWA
Sarver Vrooman Wealth Advisors Portfolio holdings
AUM
$156M
1 Year Est. Return
–
AUM
$156M
AUM Growth
+$5.12M
(+3.4%)
Holding
134
Top Buys
| 1 | +$622K | |
| 2 | +$364K | |
| 3 | +$290K | |
| 4 |
IBDZ
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
|
+$290K |
| 5 |
IBCA
iShares iBonds Dec 2035 Term Corporate ETF
IBCA
|
+$264K |
Top Sells
| 1 | +$79.9K | |
| 2 | +$26.1K | |
| 3 | +$16.8K | |
| 4 |
Kimberly-Clark
KMB
|
+$13.9K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
126
DraftKings
DKNG
$17B
| $374 | ﹤0.01% |
10
|
|
||
127
SPDR S&P China ETF
GXC
$483M
| $315 | ﹤0.01% |
3
|
|
||
128
Kroger
KR
$45B
| $202 | ﹤0.01% |
3
|
|
||
129
Vanguard FTSE Europe ETF
VGK
$28.2B
| $80 | ﹤0.01% |
1
|
|
||
130
Urgent.ly
ULY
$4.14M
| $3 | ﹤0.01% |
1
|
|
||
|
131
Kimberly-Clark
KMB
$36.2B
| – | – |
-108
|
|
||
|
132
Starbucks
SBUX
$97.2B
| – | – |
-146
|
|
||
|
FRC
133
DELISTED
First Republic Bank
FRC
| – | – |
-615
|
|