SVWA
Sarver Vrooman Wealth Advisors Portfolio holdings
AUM
$162M
1-Year Est. Return
4.68%
This Fund
S&P 500
1 Year Est. Return
+4.68%
AUM
$162M
AUM Growth
+$5.04M
(+3.2%)
Holding
140
Top Buys
| 1 | +$43.1M | |
| 2 | +$3.6M | |
| 3 | +$183K | |
| 4 |
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
|
+$74.9K |
| 5 |
BNY
Bank of New York Mellon
BNY
|
+$44.4K |
Top Sells
| 1 | +$42.9M | |
| 2 | +$3.35M | |
| 3 | +$143K | |
| 4 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
+$91.9K |
| 5 |
MRSH
Marsh
MRSH
|
+$48.6K |
Sector Composition
| 1 | Technology | 0.86% |
| 2 | Financials | 0.63% |
| 3 | Healthcare | 0.4% |
| 4 | Industrials | 0.36% |
| 5 | Energy | 0.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Kratos Defense & Security Solutions
KTOS
$11.9B
| $1.06K | ﹤0.01% |
15
|
|
||
127
Interlink Electronics
LINK
$84.1M
| $662 | ﹤0.01% |
225
|
|
||
128
Uber
UBER
$146B
| $647 | ﹤0.01% |
9
|
|
||
129
SoFi Technologies
SOFI
$22.8B
| $635 | ﹤0.01% |
40
|
|
||
130
Advanced Micro Devices
AMD
$850B
| $610 | ﹤0.01% |
3
|
|
||
131
Kinross Gold
KGC
$34.6B
| $610 | ﹤0.01% |
20
|
|
||
132
Wells Fargo
WFC
$243B
| $398 | ﹤0.01% |
5
|
|
||
133
State Street SPDR S&P China ETF
GXC
$481M
| $279 | ﹤0.01% |
3
|
|
||
134
Kroger
KR
$38B
| $217 | ﹤0.01% |
3
|
|
||
135
DraftKings
DKNG
$12.6B
| $216 | ﹤0.01% |
10
|
|
||
136
Vanguard FTSE Europe ETF
VGK
$30.5B
| $82 | ﹤0.01% |
1
|
|
||
137
Lumen
LUMN
$10.9B
| $63 | ﹤0.01% |
9
|
|
||
|
ULY
138
DELISTED
Urgent.ly
ULY
| $5 | ﹤0.01% |
1
|
|
||
139
AutoZone
AZO
$49.6B
| – | – |
-6
|
|
||
|
MRSH
140
Marsh
MRSH
$77.8B
| – | – |
-262
|
|