IWA

Invera Wealth Advisors Portfolio holdings

AUM $162M
1-Year Est. Return 16.09%
This Quarter Est. Return
1 Year Est. Return
+16.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.5M
AUM Growth
-$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$602K
2
+$541K
3
+$428K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$391K
5
SUSC icon
iShares ESG Aware USD Corporate Bond ETF
SUSC
+$390K

Top Sells

1
+$5.08M
2
+$4.53M
3
+$2.69M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.47M
5
AMD icon
Advanced Micro Devices
AMD
+$2.27M

Sector Composition

1 Financials 16.36%
2 Technology 9.93%
3 Communication Services 9.35%
4 Healthcare 7.85%
5 Energy 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,562
52
– –
-9,767
53
– –
-3,195
54
– –
-6,597
55
– –
-6,187
56
– –
-3,936
57
– –
-5,105
58
– –
-10,219
59
– –
-31,078
60
– –
-5,778
61
– –
-7,633
62
– –
-7,061
63
– –
-15,634
64
– –
-2,825
65
– –
-1,518
1 2
3