SVWA
Sarver Vrooman Wealth Advisors Portfolio holdings
AUM
$175M
1-Year Est. Return
3.24%
This Fund
S&P 500
1 Year Est. Return
+3.24%
AUM
$156M
AUM Growth
+$5.12M
(+3.4%)
Holding
134
Top Buys
| 1 | +$618K | |
| 2 | +$363K | |
| 3 | +$287K | |
| 4 |
IBDZ
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
|
+$287K |
| 5 |
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
|
+$260K |
Top Sells
| 1 | +$79.9K | |
| 2 | +$26.3K | |
| 3 | +$16.1K | |
| 4 |
Kimberly-Clark
KMB
|
+$13.9K |
| 5 |
Starbucks
SBUX
|
+$13.4K |
Sector Composition
| 1 | Technology | 1.04% |
| 2 | Financials | 0.9% |
| 3 | Healthcare | 0.47% |
| 4 | Industrials | 0.45% |
| 5 | Consumer Discretionary | 0.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
DraftKings
DKNG
$11.8B
| $374 | ﹤0.01% |
10
|
|
||
127
State Street SPDR S&P China ETF
GXC
$516M
| $315 | ﹤0.01% |
3
|
|
||
128
Kroger
KR
$43.2B
| $202 | ﹤0.01% |
3
|
|
||
129
Vanguard FTSE Europe ETF
VGK
$32.1B
| $80 | ﹤0.01% |
1
|
|
||
130
Urgent.ly
ULY
$4.25M
| $3 | ﹤0.01% |
1
|
|
||
|
131
Kimberly-Clark
KMB
$37B
| – | – |
-108
|
|
||
|
132
Starbucks
SBUX
$112B
| – | – |
-146
|
|
||
|
FRC
133
DELISTED
First Republic Bank
FRC
| – | – |
-615
|
|