WIA

Wetzel Investment Advisors Portfolio holdings

AUM $219M
1-Year Est. Return 14.04%
This Quarter Est. Return
1 Year Est. Return
+14.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
+$7.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,204
New
Increased
Reduced
Closed

Top Buys

1
+$389K
2
+$275K
3
+$271K
4
XOM icon
Exxon Mobil
XOM
+$206K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$198K

Top Sells

1
+$195K
2
+$170K
3
+$166K
4
JPM icon
JPMorgan Chase
JPM
+$143K
5
RJF icon
Raymond James Financial
RJF
+$122K

Sector Composition

1 Financials 10.01%
2 Healthcare 7.15%
3 Technology 5.82%
4 Energy 3.43%
5 Industrials 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$56.1K 0.03%
276
+81
227
$56K 0.03%
381
+47
228
$55.9K 0.03%
499
+212
229
$55.8K 0.03%
324
230
$55.7K 0.03%
582
+39
231
$55.6K 0.03%
2,199
232
$55.4K 0.03%
6,000
233
$55.4K 0.03%
4,591
+1,300
234
$55.4K 0.03%
124
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235
$55K 0.03%
484
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236
$52.5K 0.03%
97
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237
$52.3K 0.03%
812
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238
$51.3K 0.03%
1,120
239
$50.6K 0.03%
1,643
-143
240
$50.5K 0.03%
184
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241
$49.6K 0.03%
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242
$48.8K 0.03%
180
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$48.4K 0.03%
206
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244
$48.3K 0.03%
543
245
$48.1K 0.03%
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246
$47.8K 0.03%
100
247
$46.8K 0.03%
400
248
$46.7K 0.03%
329
+21
249
$46.3K 0.03%
3,241
-2,000
250
$46.2K 0.03%
176
-72
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10
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