SVWA
Sarver Vrooman Wealth Advisors Portfolio holdings
AUM
$156M
1 Year Est. Return
–
AUM
$150M
AUM Growth
+$162K
(+0.11%)
Holding
139
Top Buys
| 1 | +$457K | |
| 2 | +$287K | |
| 3 | +$216K | |
| 4 |
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
|
+$208K |
| 5 |
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
|
+$204K |
Top Sells
| 1 | +$82.6K | |
| 2 | +$82.4K | |
| 3 | +$81.6K | |
| 4 |
Kraft Heinz
KHC
|
+$79.3K |
| 5 |
Lockheed Martin
LMT
|
+$76.9K |
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
Vanguard FTSE Europe ETF
VGK
$27.4B
| $77 | ﹤0.01% |
1
|
|
||
|
FRC
127
DELISTED
First Republic Bank
FRC
| $6 | ﹤0.01% |
+615
|
|
||
128
Urgent.ly
ULY
$3.42M
| $6 | ﹤0.01% |
1
|
|
||
|
AKTS
129
DELISTED
Akoustis Technologies Inc
AKTS
| – | – |
-1,000
|
|
||
130
Vericel Corp
VCEL
$1.97B
| – | – |
-1
|
|
||
131
Truist Financial
TFC
$57.2B
| – | – |
-2,002
|
|
||
132
Performance Food Group
PFGC
$15.5B
| – | – |
-1,050
|
|
||
133
Ingevity
NGVT
$1.74B
| – | – |
-2
|
|
||
134
3M
MMM
$87.6B
| – | – |
-426
|
|
||
135
Lowe's Companies
LOW
$131B
| – | – |
-350
|
|
||
|
136
Kraft Heinz
KHC
$28.7B
| – | – |
-2,606
|
|
||
137
Ford
F
$52.6B
| – | – |
-35
|
|
||
138
EOG Resources
EOG
$57.6B
| – | – |
-431
|
|