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
351
$21K 0.01%
+105
352
$21K 0.01%
+506
353
$21K 0.01%
+76
354
$21K 0.01%
+616
355
$21K 0.01%
+424
356
$20K 0.01%
+102
357
$20K 0.01%
+1,102
358
$20K 0.01%
+131
359
$20K 0.01%
+104
360
$19K 0.01%
+53
361
$19K 0.01%
+122
362
$19K 0.01%
+512
363
$19K 0.01%
+590
364
$19K 0.01%
+256
365
$19K 0.01%
+525
366
$19K 0.01%
+280
367
$19K 0.01%
+251
368
$19K 0.01%
+265
369
$19K 0.01%
+142
370
$18K 0.01%
+24
371
$18K 0.01%
+573
372
$18K 0.01%
+380
373
$18K 0.01%
+298
374
$18K 0.01%
+115
375
$18K 0.01%
+150
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