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
326
$22.6K 0.01%
323
-526
327
$22.5K 0.01%
261
-99
328
$22.3K 0.01%
53
329
$22K 0.01%
1,103
330
$21.9K 0.01%
154
331
$21.6K 0.01%
145
-73
332
$21.5K 0.01%
+26
333
$21.3K 0.01%
220
334
$21.1K 0.01%
506
335
$20.9K 0.01%
105
336
$20.7K 0.01%
76
337
$20K 0.01%
424
338
$19.9K 0.01%
75
339
$19.8K 0.01%
512
340
$19.7K 0.01%
+548
341
$19.5K 0.01%
400
342
$19.5K 0.01%
115
343
$19.5K 0.01%
143
344
$19.3K 0.01%
298
345
$19.3K 0.01%
162
346
$19K 0.01%
+1,578
347
$18.9K 0.01%
272
348
$18.9K 0.01%
164
349
$18.9K 0.01%
230
350
$18.8K 0.01%
321
12 13
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