SVWA

Sarver Vrooman Wealth Advisors Portfolio holdings

AUM $156M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.89%
2 Technology 0.73%
3 Industrials 0.55%
4 Healthcare 0.53%
5 Consumer Staples 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$70 ﹤0.01%
+1
127
$44 ﹤0.01%
+1
128
$6 ﹤0.01%
+1,000
129
$4 ﹤0.01%
+1