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
301
$29.5K 0.02%
56
302
$29.3K 0.02%
124
-3
303
$29.1K 0.02%
164
+10
304
$29K 0.02%
500
+62
305
$28.9K 0.02%
61
+2
306
$28.4K 0.02%
453
307
$28.2K 0.02%
510
+230
308
$28.1K 0.02%
217
309
$27.7K 0.02%
244
-30
310
$27.2K 0.02%
255
311
$26.7K 0.02%
362
-4
312
$26.6K 0.02%
127
+23
313
$26.4K 0.02%
208
314
$26.4K 0.02%
49
-8
315
$26.4K 0.02%
284
-12
316
$26.1K 0.02%
546
317
$25.8K 0.02%
256
318
$25.7K 0.02%
267
319
$25.5K 0.02%
647
-13
320
$25.4K 0.02%
384
-529
321
$25.4K 0.02%
111
322
$25.4K 0.01%
260
323
$25K 0.01%
330
324
$24.6K 0.01%
175
+13
325
$24.6K 0.01%
4,061
11 12
13
14 15