WIA

Wetzel Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 18.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.78%
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
+$13.7M
2
+$8.42M
3
+$7.12M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.79M
5
LLY icon
Eli Lilly
LLY
+$5.6M

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%
+506
352
$21K 0.01%
+76
353
$21K 0.01%
+616
354
$21K 0.01%
+424
355
$21K 0.01%
+88
356
$20K 0.01%
+1,102
357
$20K 0.01%
+131
358
$20K 0.01%
+104
359
$20K 0.01%
+102
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%
+400
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