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
76
$515K 0.32%
+6,573
77
$504K 0.32%
+3,449
78
$408K 0.26%
+23,555
79
$397K 0.25%
+7,536
80
$376K 0.24%
+16,320
81
$369K 0.23%
+4,745
82
$361K 0.23%
+7,734
83
$358K 0.22%
+4,414
84
$335K 0.21%
+10,556
85
$310K 0.19%
+2,000
86
$307K 0.19%
+7,089
87
$268K 0.17%
+7,108
88
$264K 0.17%
+3,202
89
$263K 0.16%
+2,605
90
$251K 0.16%
+12,027
91
$247K 0.15%
+1,040
92
$237K 0.15%
+8,286
93
$236K 0.15%
+5,203
1 2 3
4