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
251
$44.7K 0.03%
1,602
252
$44.1K 0.03%
+1,198
253
$42.3K 0.02%
780
254
$41.2K 0.02%
146
255
$41.2K 0.02%
255
-175
256
$41.1K 0.02%
1,246
257
$41K 0.02%
210
-15
258
$40.9K 0.02%
347
-152
259
$40.8K 0.02%
233
-91
260
$40.1K 0.02%
358
261
$39.8K 0.02%
1,300
262
$39.4K 0.02%
1,089
263
$39.3K 0.02%
75
264
$39.2K 0.02%
201
265
$39K 0.02%
189
-168
266
$38.5K 0.02%
1,000
267
$38.4K 0.02%
+1,000
268
$38.3K 0.02%
660
269
$38.2K 0.02%
417
+75
270
$37.2K 0.02%
199
271
$36.9K 0.02%
285
272
$36.5K 0.02%
+280
273
$36.1K 0.02%
248
274
$35.6K 0.02%
2,997
275
$35.5K 0.02%
920
-165
9 10
11
12 13