WIA

Wetzel Investment Advisors Portfolio holdings

AUM $234M
1-Year Est. Return 15.33%
This Quarter Est. Return
1 Year Est. Return
+15.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,109
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$8.99M
3
+$8M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.21M
5
LLY icon
Eli Lilly
LLY
+$5.59M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.89%
2 Healthcare 6.43%
3 Technology 6.12%
4 Industrials 2.79%
5 Energy 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$56K 0.03%
+100
227
$56K 0.03%
+2,199
228
$55K 0.03%
+1,448
229
$55K 0.03%
+1,120
230
$55K 0.03%
+569
231
$55K 0.03%
+1,786
232
$55K 0.03%
+324
233
$53K 0.03%
+334
234
$53K 0.03%
+129
235
$50K 0.03%
+2,900
236
$48K 0.03%
+1,206
237
$48K 0.03%
+227
238
$48K 0.03%
+1,138
239
$47K 0.03%
+6,000
240
$47K 0.03%
+202
241
$45K 0.03%
+400
242
$45K 0.03%
+492
243
$45K 0.03%
+319
244
$45K 0.03%
+500
245
$43K 0.03%
+740
246
$43K 0.03%
+308
247
$42K 0.03%
+109
248
$42K 0.03%
+713
249
$42K 0.03%
+543
250
$42K 0.03%
+252
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