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
351
$18.7K 0.01%
525
352
$18.5K 0.01%
310
353
$18.4K 0.01%
150
354
$18.4K 0.01%
736
355
$18.3K 0.01%
80
+20
356
$18.2K 0.01%
96
357
$18.2K 0.01%
36
-25
358
$18K 0.01%
1,102
359
$17.9K 0.01%
1,280
-1,271
360
$17.7K 0.01%
2,031
361
$17.7K 0.01%
454
362
$17.5K 0.01%
180
363
$17.3K 0.01%
380
364
$17.1K 0.01%
2,000
365
$16.9K 0.01%
132
-588
366
$16.9K 0.01%
400
367
$16.9K 0.01%
614
368
$16.9K 0.01%
295
369
$16.9K 0.01%
100
370
$16.7K 0.01%
40
-69
371
$16.6K 0.01%
67
372
$16.3K 0.01%
381
373
$16.2K 0.01%
323
374
$16.2K 0.01%
768
375
$16.1K 0.01%
9
13 14
15
16 17