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
376
$18K 0.01%
164
377
$17.9K 0.01%
272
378
$17.7K 0.01%
230
379
$17.7K 0.01%
150
380
$17.6K 0.01%
115
381
$17.4K 0.01%
100
382
$17.4K 0.01%
132
+1
383
$17.4K 0.01%
162
384
$17.2K 0.01%
105
385
$17.1K 0.01%
352
+33
386
$17K 0.01%
234
-27
387
$16.9K 0.01%
2,031
388
$16.9K 0.01%
736
389
$16.9K 0.01%
380
390
$16.8K 0.01%
340
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391
$16.8K 0.01%
70
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392
$16.7K 0.01%
295
393
$16.6K 0.01%
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394
$16.4K 0.01%
60
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395
$16.4K 0.01%
75
396
$16.3K 0.01%
614
397
$16.3K 0.01%
228
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398
$16.3K 0.01%
36
-14
399
$16.3K 0.01%
264
-94
400
$16K 0.01%
454
-200
14 15
16
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