IWA
Invera Wealth Advisors Portfolio holdings
AUM
$156M
1-Year Est. Return
22.76%
This Fund
S&P 500
1 Year Est. Return
+22.76%
AUM
$156M
AUM Growth
-$2.45M
(-1.5%)
Holding
102
Top Buys
| 1 | +$3.55M | |
| 2 | +$2.41M | |
| 3 | +$1.79M | |
| 4 |
Amazon
AMZN
|
+$1.58M |
| 5 |
Broadcom
AVGO
|
+$1.33M |
Top Sells
| 1 | +$4.12M | |
| 2 | +$2.77M | |
| 3 | +$2.4M | |
| 4 |
Salesforce
CRM
|
+$1.3M |
| 5 |
IQVIA
IQV
|
+$909K |
Sector Composition
| 1 | Technology | 17.53% |
| 2 | Financials | 9.21% |
| 3 | Industrials | 8.12% |
| 4 | Consumer Discretionary | 6.58% |
| 5 | Healthcare | 6.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Medtronic
MDT
$99.2B
| – | – |
-5,326
|
|
||
102
UnitedHealth
UNH
$347B
| – | – |
-2,228
|
|