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
326
$24K 0.01%
+115
327
$24K 0.01%
+467
328
$24K 0.01%
+450
329
$24K 0.01%
+654
330
$24K 0.01%
+259
331
$24K 0.01%
+432
332
$24K 0.01%
+500
333
$24K 0.01%
+438
334
$24K 0.01%
+208
335
$23K 0.01%
+468
336
$23K 0.01%
+50
337
$23K 0.01%
+154
338
$23K 0.01%
+2,031
339
$23K 0.01%
+430
340
$23K 0.01%
+115
341
$22K 0.01%
+997
342
$22K 0.01%
+682
343
$22K 0.01%
+1,103
344
$22K 0.01%
+220
345
$22K 0.01%
+358
346
$22K 0.01%
+256
347
$21K 0.01%
+80
348
$21K 0.01%
+88
349
$21K 0.01%
+319
350
$21K 0.01%
+73
12 13
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15 16