SVWA

Sarver Vrooman Wealth Advisors Portfolio holdings

AUM $156M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$46M
2
+$44.2M
3
+$42.2M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.15M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.94M

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 Change
in Stake 		Capital Flow
1
$46M 30.58%
+1,643,805
2
$44.2M 29.39%
+2,128,732
3
$42.2M 28.11%
+1,744,976
4
$3.15M 2.09%
+39,421
5
$2.94M 1.95%
+31,367
6
$2.74M 1.82%
+63,271
7
$829K 0.55%
+35,185
8
$824K 0.55%
+38,175
9
$276K 0.18%
+1,241
10
$265K 0.18%
+474
11
$237K 0.16%
+9,196
12
$213K 0.14%
+567
13
$205K 0.14%
+2,332
14
$167K 0.11%
+314
15
$166K 0.11%
+677
16
$130K 0.09%
+418
17
$120K 0.08%
+1,333
18
$117K 0.08%
+261
19
$113K 0.08%
+682
20
$113K 0.07%
+1,216
21
$106K 0.07%
+1,067
22
$98.4K 0.07%
+827
23
$90.2K 0.06%
+1,268
24
$85.3K 0.06%
+320
25
$84.9K 0.06%
+566
1
2 3 4 5