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
$170M
AUM Growth
+$7.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,204
New
Increased
Reduced
Closed

Top Buys

1
+$389K
2
+$275K
3
+$271K
4
XOM icon
Exxon Mobil
XOM
+$206K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$198K

Top Sells

1
+$195K
2
+$170K
3
+$166K
4
JPM icon
JPMorgan Chase
JPM
+$143K
5
RJF icon
Raymond James Financial
RJF
+$122K

Sector Composition

1 Financials 10.01%
2 Healthcare 7.15%
3 Technology 5.82%
4 Energy 3.43%
5 Industrials 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$21.8K 0.01%
319
352
$21.7K 0.01%
112
-3
353
$21.6K 0.01%
154
354
$21.3K 0.01%
24
355
$21.3K 0.01%
101
+8
356
$21.2K 0.01%
53
357
$21K 0.01%
1,103
358
$20.9K 0.01%
28
-12
359
$20.8K 0.01%
506
360
$20.4K 0.01%
220
361
$20.2K 0.01%
602
+12
362
$19.6K 0.01%
259
-6
363
$19.4K 0.01%
76
364
$19.4K 0.01%
512
365
$19.1K 0.01%
102
366
$18.9K 0.01%
+500
367
$18.9K 0.01%
143
368
$18.9K 0.01%
96
369
$18.8K 0.01%
400
370
$18.5K 0.01%
88
371
$18.3K 0.01%
110
372
$18.3K 0.01%
298
373
$18.3K 0.01%
525
374
$18.3K 0.01%
310
375
$18.1K 0.01%
321
13 14
15
16 17