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
276
$36.5K 0.02%
1,000
277
$35.9K 0.02%
201
278
$35.9K 0.02%
59
-1
279
$35.8K 0.02%
285
280
$35.2K 0.02%
199
281
$34.5K 0.02%
248
282
$33.9K 0.02%
2,997
283
$33.7K 0.02%
109
-5
284
$33.6K 0.02%
2,551
+266
285
$33.4K 0.02%
238
-81
286
$33.2K 0.02%
645
287
$33K 0.02%
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288
$32.2K 0.02%
78
-12
289
$31.8K 0.02%
810
290
$31.8K 0.02%
235
+14
291
$31.7K 0.02%
300
292
$31.5K 0.02%
1,421
293
$31.3K 0.02%
634
294
$31.2K 0.02%
342
-75
295
$30.7K 0.02%
218
+14
296
$30.5K 0.02%
410
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297
$30.2K 0.02%
128
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298
$29.9K 0.02%
121
299
$29.9K 0.02%
42
-3
300
$29.7K 0.02%
360
-30
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