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
376
$18K 0.01%
+400
377
$18K 0.01%
+131
378
$18K 0.01%
+162
379
$18K 0.01%
+111
380
$18K 0.01%
+93
381
$18K 0.01%
+321
382
$18K 0.01%
+287
383
$17K 0.01%
+100
384
$17K 0.01%
+261
385
$17K 0.01%
+213
386
$17K 0.01%
+193
387
$17K 0.01%
+600
388
$17K 0.01%
+113
389
$17K 0.01%
+227
390
$17K 0.01%
+147
391
$17K 0.01%
+164
392
$17K 0.01%
+81
393
$17K 0.01%
+230
394
$17K 0.01%
+614
395
$17K 0.01%
+2,000
396
$16K 0.01%
+412
397
$16K 0.01%
+67
398
$16K 0.01%
+96
399
$16K 0.01%
+400
400
$16K 0.01%
+295
14 15
16
17 18