WIA

Wetzel Investment Advisors Portfolio holdings

AUM $247M
1-Year Est. Return 18.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.97%
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
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%
+193
385
$17K 0.01%
+600
386
$17K 0.01%
+113
387
$17K 0.01%
+227
388
$17K 0.01%
+147
389
$17K 0.01%
+164
390
$17K 0.01%
+81
391
$17K 0.01%
+230
392
$17K 0.01%
+614
393
$17K 0.01%
+2,000
394
$17K 0.01%
+261
395
$17K 0.01%
+213
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