SVWA
Sarver Vrooman Wealth Advisors Portfolio holdings
AUM
$150M
This Quarter Return
+1.72%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$150M
AUM Growth
–
Cap. Flow
+$150M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
95.4%
Holding
129
New
129
Increased
–
Reduced
–
Closed
–
Top Buys
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Vanguard FTSE Europe ETF
VGK
$26.8B
| $70 | ﹤0.01% | +1 | New | +$70 |
|
127
Vericel Corp
VCEL
$1.83B
| $44 | ﹤0.01% | +1 | New | +$44 |
|
|
AKTS
128
DELISTED
AKOUSTIS TECHNOLOGIES, INC.
AKTS
| $6 | ﹤0.01% | +1,000 | New | +$6 |
|
129
Urgent.ly
ULY
$5.99M
| $4 | ﹤0.01% | +1 | New | +$4 |
|