IWA
Invera Wealth Advisors Portfolio holdings
AUM
$85.1M
This Quarter Return
+12.06%
1 Year Return
+7.72%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$160M
AUM Growth
–
Cap. Flow
+$160M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
30.55%
Holding
93
New
93
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares ESG Advanced MSCI USA ETF
USXF
|
$6.7M |
| 2 |
Microsoft
MSFT
|
$5.85M |
| 3 |
Apple
AAPL
|
$5.74M |
| 4 |
iShares ESG Aware USD Corporate Bond ETF
SUSC
|
$4.78M |
| 5 |
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% |
