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
$163M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,109
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$8.99M
3
+$8M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.21M
5
LLY icon
Eli Lilly
LLY
+$5.59M

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
276
$35K 0.02%
+59
277
$35K 0.02%
+199
278
$35K 0.02%
+285
279
$35K 0.02%
+1,000
280
$35K 0.02%
+112
281
$34K 0.02%
+100
282
$34K 0.02%
+90
283
$34K 0.02%
+3,000
284
$34K 0.02%
+248
285
$34K 0.02%
+2,997
286
$34K 0.02%
+810
287
$33K 0.02%
+1,300
288
$33K 0.02%
+1,421
289
$33K 0.02%
+147
290
$33K 0.02%
+221
291
$32K 0.02%
+390
292
$32K 0.02%
+40
293
$32K 0.02%
+660
294
$31K 0.02%
+121
295
$31K 0.02%
+634
296
$31K 0.02%
+56
297
$31K 0.02%
+201
298
$31K 0.02%
+450
299
$30K 0.02%
+45
300
$30K 0.02%
+627
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