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
251
$45.2K 0.03%
+507
252
$45.2K 0.03%
278
253
$44.8K 0.03%
541
+26
254
$44.6K 0.03%
1,000
255
$44.4K 0.03%
5,000
+2,000
256
$43.9K 0.03%
109
257
$43.9K 0.03%
252
258
$43.9K 0.03%
185
+8
259
$43.6K 0.03%
1,602
+302
260
$43.1K 0.03%
807
-477
261
$42.2K 0.02%
225
+20
262
$42K 0.02%
895
263
$41.7K 0.02%
500
264
$41.6K 0.02%
146
265
$40.8K 0.02%
1,085
+5
266
$40.7K 0.02%
213
-14
267
$40.3K 0.02%
630
-16
268
$38.8K 0.02%
660
269
$38.5K 0.02%
1,246
270
$38.5K 0.02%
+1,300
271
$37.9K 0.02%
358
272
$37.7K 0.02%
780
273
$37.7K 0.02%
128
+9
274
$37K 0.02%
75
275
$36.9K 0.02%
1,089
9 10
11
12 13