WIA

Wetzel Investment Advisors Portfolio holdings

AUM $247M
1-Year Est. Return 18.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.97%
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
+$13.7M
2
+$8.42M
3
+$7.12M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.79M
5
LLY icon
Eli Lilly
LLY
+$5.6M

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
251
$41K 0.03%
+515
252
$41K 0.03%
+1,000
253
$41K 0.03%
+1,400
254
$40K 0.02%
+780
255
$40K 0.02%
+3,291
256
$40K 0.02%
+1,080
257
$40K 0.02%
+1,310
258
$39K 0.02%
+1,089
259
$39K 0.02%
+646
260
$39K 0.02%
+417
261
$39K 0.02%
+119
262
$38K 0.02%
+500
263
$38K 0.02%
+146
264
$38K 0.02%
+1,246
265
$38K 0.02%
+60
266
$37K 0.02%
+274
267
$37K 0.02%
+895
268
$37K 0.02%
+218
269
$37K 0.02%
+2,000
270
$36K 0.02%
+358
271
$36K 0.02%
+177
272
$36K 0.02%
+205
273
$36K 0.02%
+114
274
$36K 0.02%
+75
275
$36K 0.02%
+278
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