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
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65
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