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 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
376
$15.9K 0.01%
107
-68
377
$15.7K 0.01%
2,500
378
$15.7K 0.01%
470
379
$15.6K 0.01%
477
380
$15.5K 0.01%
573
381
$15.4K 0.01%
80
382
$15.4K 0.01%
287
383
$15.4K 0.01%
22
384
$15.3K 0.01%
300
385
$15.1K 0.01%
500
386
$15K 0.01%
200
387
$14.9K 0.01%
32
-92
388
$14.8K 0.01%
172
389
$14.8K 0.01%
242
+25
390
$14.7K 0.01%
135
391
$14.7K 0.01%
156
392
$14.6K 0.01%
62
393
$14.5K 0.01%
320
394
$14.5K 0.01%
352
395
$14.4K 0.01%
88
+30
396
$14.4K 0.01%
70
397
$14.3K 0.01%
362
398
$14.1K 0.01%
48
399
$14.1K 0.01%
180
400
$14.1K 0.01%
500