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
51
$1.04M 0.65%
+6,319
52
$1.03M 0.64%
+9,330
53
$1.02M 0.64%
+34,653
54
$1.01M 0.63%
+9,080
55
$991K 0.62%
+3,662
56
$986K 0.62%
+6,288
57
$979K 0.61%
+2,789
58
$968K 0.61%
+6,522
59
$944K 0.59%
+11,335
60
$933K 0.58%
+4,129
61
$868K 0.54%
+3,169
62
$858K 0.54%
+19,576
63
$800K 0.5%
+20,425
64
$798K 0.5%
+51,243
65
$787K 0.49%
+3,737
66
$786K 0.49%
+3,577
67
$765K 0.48%
+16,032
68
$730K 0.46%
+4,285
69
$673K 0.42%
+1,410
70
$659K 0.41%
+3,127
71
$624K 0.39%
+11,865
72
$601K 0.38%
+6,316
73
$561K 0.35%
+11,108
74
$548K 0.34%
+5,521
75
$517K 0.32%
+10,285
1 2
3
4