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
301
$29K 0.02%
+127
302
$29K 0.02%
+2,285
303
$28K 0.02%
+296
304
$27K 0.02%
+4,061
305
$27K 0.02%
+645
306
$26K 0.02%
+217
307
$26K 0.02%
+300
308
$26K 0.02%
+204
309
$26K 0.02%
+255
310
$26K 0.02%
+330
311
$26K 0.02%
+500
312
$26K 0.02%
+57
313
$26K 0.02%
+162
314
$26K 0.02%
+546
315
$26K 0.02%
+366
316
$25K 0.02%
+154
317
$25K 0.02%
+64
318
$25K 0.02%
+660
319
$25K 0.02%
+453
320
$25K 0.02%
+260
321
$25K 0.02%
+100
322
$25K 0.02%
+111
323
$25K 0.02%
+267
324
$25K 0.02%
+59
325
$24K 0.01%
+287
11 12
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