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
301
$27.3K 0.02%
267
302
$27K 0.02%
284
303
$27K 0.02%
260
304
$26.9K 0.02%
208
305
$25.9K 0.01%
647
306
$25.7K 0.01%
81
307
$25.7K 0.01%
330
308
$25.6K 0.01%
44
-53
309
$25.5K 0.01%
2,644
310
$25.5K 0.01%
59
311
$25.4K 0.01%
467
312
$25.2K 0.01%
500
313
$25K 0.01%
256
314
$24.4K 0.01%
259
315
$24.3K 0.01%
100
-85
316
$24.2K 0.01%
4,061
317
$23.7K 0.01%
500
318
$23.6K 0.01%
369
-261
319
$23.3K 0.01%
24
320
$23K 0.01%
358
+94
321
$23K 0.01%
112
322
$22.9K 0.01%
88
323
$22.9K 0.01%
997
324
$22.8K 0.01%
754
325
$22.6K 0.01%
500
11 12
13
14 15