Instuitional Investor - Invera Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Invera Wealth Advisors, Llc
Portfolio Value $159,821
Fund Holdings Sector Distribution
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
168,149 $6,696 4.18%
2. MSFT 15,554 $5,849 3.65%
3. AAPL 29,792 $5,736 3.58%
4.
Ishares Tr
205,414 $4,780 2.99%
5. JPM 27,832 $4,734 2.96%