SVWA
Sarver Vrooman Wealth Advisors Portfolio holdings
AUM
$162M
1-Year Est. Return
4.68%
This Fund
S&P 500
1 Year Est. Return
+4.68%
AUM
$157M
AUM Growth
+$1.72M
(+1.1%)
Holding
139
Top Buys
| 1 | +$611K | |
| 2 | +$581K | |
| 3 | +$539K | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$250K |
| 5 |
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
|
+$122K |
Top Sells
| 1 | +$60K | |
| 2 | +$36.3K | |
| 3 | +$35.2K | |
| 4 |
State Street
STT
|
+$32.6K |
| 5 |
Johnson Controls International
JCI
|
+$32.5K |
Sector Composition
| 1 | Technology | 0.97% |
| 2 | Financials | 0.7% |
| 3 | Healthcare | 0.38% |
| 4 | Industrials | 0.37% |
| 5 | Consumer Staples | 0.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
SoFi Technologies
SOFI
$22.8B
| $1.05K | ﹤0.01% |
40
|
|
||
127
Interlink Electronics
LINK
$84.1M
| $873 | ﹤0.01% |
225
|
|
||
128
Uber
UBER
$146B
| $735 | ﹤0.01% |
9
|
|
||
129
Advanced Micro Devices
AMD
$850B
| $642 | ﹤0.01% |
+3
|
|
||
130
Kinross Gold
KGC
$34.6B
| $563 | ﹤0.01% |
20
|
|
||
131
Wells Fargo
WFC
$243B
| $466 | ﹤0.01% |
5
|
|
||
132
DraftKings
DKNG
$12.6B
| $345 | ﹤0.01% |
10
|
|
||
133
State Street SPDR S&P China ETF
GXC
$481M
| $290 | ﹤0.01% |
3
|
|
||
134
Kroger
KR
$38B
| $187 | ﹤0.01% |
3
|
|
||
135
Vanguard FTSE Europe ETF
VGK
$30.5B
| $84 | ﹤0.01% |
1
|
|
||
136
Lumen
LUMN
$10.9B
| $70 | ﹤0.01% |
+9
|
|
||
|
ULY
137
DELISTED
Urgent.ly
ULY
| $3 | ﹤0.01% |
1
|
|
||
|
BSCP
138
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
| – | – |
-2,902
|
|
||
|
BSJP
139
DELISTED
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
| – | – |
-622
|
|