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
276
$34.7K 0.02%
810
277
$34.5K 0.02%
84
-134
278
$34.2K 0.02%
410
279
$33.9K 0.02%
866
280
$32.9K 0.02%
242
+25
281
$32.8K 0.02%
121
282
$32.5K 0.02%
300
283
$32.4K 0.02%
+1,640
284
$32.4K 0.02%
1,421
285
$32.3K 0.02%
119
+94
286
$32.2K 0.02%
93
-296
287
$31.6K 0.02%
634
288
$31.4K 0.02%
56
289
$30.9K 0.02%
645
290
$30.5K 0.02%
108
-72
291
$29.4K 0.02%
510
292
$28.4K 0.02%
1,000
293
$28.3K 0.02%
111
294
$28.1K 0.02%
384
295
$28.1K 0.02%
255
296
$27.9K 0.02%
366
+4
297
$27.9K 0.02%
136
-77
298
$27.7K 0.02%
453
299
$27.4K 0.02%
546
300
$27.4K 0.02%
+175
10 11
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