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
$174M
AUM Growth
+$4.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,181
New
Increased
Reduced
Closed

Top Buys

1
+$836K
2
+$145K
3
+$110K
4
IHTA
Invesco High Income 2024 Target Term Fund
IHTA
+$86K
5
GDO
Western Asset Global Corporate Defined Opportunity Fund
GDO
+$74.9K

Top Sells

1
+$4.07M
2
+$154K
3
+$137K
4
ACN icon
Accenture
ACN
+$103K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$89.2K

Sector Composition

1 Financials 10.13%
2 Healthcare 7.09%
3 Technology 5.46%
4 Energy 3.42%
5 Industrials 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$54K 0.03%
100
227
$53.9K 0.03%
1,120
228
$53.6K 0.03%
472
-158
229
$53.4K 0.03%
875
+375
230
$52.2K 0.03%
334
-47
231
$52K 0.03%
208
+2
232
$51.6K 0.03%
543
233
$50.7K 0.03%
1,643
234
$50.5K 0.03%
400
235
$50K 0.03%
176
236
$49.9K 0.03%
3,241
237
$49.5K 0.03%
1,206
238
$48.6K 0.03%
329
239
$47.6K 0.03%
131
-98
240
$47.5K 0.03%
+5,500
241
$47.5K 0.03%
278
242
$47.4K 0.03%
500
243
$46.9K 0.03%
707
+277
244
$46.3K 0.03%
807
245
$46.1K 0.03%
+2,570
246
$46K 0.03%
252
247
$45.7K 0.03%
541
248
$45.4K 0.03%
895
249
$45.3K 0.03%
220
-159
250
$45K 0.03%
1,000
8 9
10
11 12