IWA

Invera Wealth Advisors Portfolio holdings

AUM $85.1M
1-Year Est. Return 7.72%
This Quarter Est. Return
1 Year Est. Return
+7.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$5.85M
3
+$5.74M
4
SUSC icon
iShares ESG Aware USD Corporate Bond ETF
SUSC
+$4.78M
5
JPM icon
JPMorgan Chase
JPM
+$4.73M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.71%
2 Financials 11.79%
3 Healthcare 7.7%
4 Consumer Discretionary 6.12%
5 Industrials 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.13M 1.33%
+29,019
27
$2.07M 1.29%
+14,039
28
$1.99M 1.24%
+62,942
29
$1.91M 1.19%
+24,340
30
$1.79M 1.12%
+7,775
31
$1.76M 1.1%
+7,345
32
$1.75M 1.09%
+6,641
33
$1.73M 1.08%
+6,643
34
$1.66M 1.04%
+3,148
35
$1.55M 0.97%
+11,065
36
$1.49M 0.93%
+9,787
37
$1.39M 0.87%
+18,269
38
$1.38M 0.86%
+2,088
39
$1.33M 0.83%
+5,514
40
$1.28M 0.8%
+3,605
41
$1.24M 0.77%
+21,366
42
$1.23M 0.77%
+12,382
43
$1.19M 0.75%
+10,923
44
$1.15M 0.72%
+7,437
45
$1.15M 0.72%
+7,717
46
$1.12M 0.7%
+4,565
47
$1.08M 0.67%
+4,833
48
$1.07M 0.67%
+3,424
49
$1.07M 0.67%
+29,478
50
$1.06M 0.66%
+11,711
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