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
401
$16K 0.01%
180
402
$15.7K 0.01%
400
403
$15.7K 0.01%
2,000
404
$15.7K 0.01%
9
405
$15.7K 0.01%
164
+2
406
$15.7K 0.01%
63
+9
407
$15.6K 0.01%
1,102
408
$15.6K 0.01%
67
409
$15.6K 0.01%
573
410
$15.4K 0.01%
287
411
$15.4K 0.01%
70
412
$15.3K 0.01%
212
-68
413
$15.1K 0.01%
323
414
$15K 0.01%
300
415
$15K 0.01%
381
416
$14.8K 0.01%
470
417
$14.6K 0.01%
768
418
$14.5K 0.01%
597
+64
419
$14.5K 0.01%
477
-205
420
$14.5K 0.01%
352
421
$14.4K 0.01%
40
+4
422
$14.3K 0.01%
144
+43
423
$14.2K 0.01%
392
+101
424
$14.2K 0.01%
22
425
$14.2K 0.01%
135