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
401
$16K 0.01%
+736
402
$16K 0.01%
+168
403
$16K 0.01%
+110
404
$16K 0.01%
+287
405
$16K 0.01%
+371
406
$16K 0.01%
+80
407
$15K 0.01%
+500
408
$15K 0.01%
+280
409
$15K 0.01%
+300
410
$15K 0.01%
+644
411
$15K 0.01%
+319
412
$15K 0.01%
+135
413
$15K 0.01%
+768
414
$15K 0.01%
+156
415
$15K 0.01%
+143
416
$15K 0.01%
+362
417
$15K 0.01%
+67
418
$14K 0.01%
+470
419
$14K 0.01%
+259
420
$14K 0.01%
+381
421
$14K 0.01%
+352
422
$14K 0.01%
+180
423
$14K 0.01%
+200
424
$14K 0.01%
+162
425
$14K 0.01%
+172
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