SVWA

Sarver Vrooman Wealth Advisors Portfolio holdings

AUM $162M
1-Year Est. Return 4.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$162K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$448K
2
+$283K
3
+$214K
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$207K
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$204K

Top Sells

1
+$82.6K
2
+$82.4K
3
+$81.6K
4
KHC icon
Kraft Heinz
KHC
+$79.3K
5
LMT icon
Lockheed Martin
LMT
+$77.7K

Sector Composition

1 Technology 0.98%
2 Financials 0.88%
3 Healthcare 0.47%
4 Industrials 0.44%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$77 ﹤0.01%
1
127
$6 ﹤0.01%
1
128
$6 ﹤0.01%
+615
129
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130
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131
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132
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134
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135
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136
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138
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-1,000
2 3 4 5
6