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
401
$14K 0.01%
412
402
$14K 0.01%
100
403
$13.8K 0.01%
272
404
$13.7K 0.01%
109
405
$13.6K 0.01%
146
406
$13.5K 0.01%
28
-284
407
$13.5K 0.01%
311
408
$13.4K 0.01%
113
409
$13.4K 0.01%
5,000
410
$13.2K 0.01%
416
411
$13K 0.01%
200
412
$13K 0.01%
143
413
$13K 0.01%
146
414
$12.9K 0.01%
56
-45
415
$12.9K 0.01%
700
+200
416
$12.9K 0.01%
167
417
$12.8K 0.01%
500
418
$12.6K 0.01%
200
419
$12.6K 0.01%
168
420
$12.5K 0.01%
90
421
$12.5K 0.01%
197
422
$12.3K 0.01%
400
423
$12.1K 0.01%
75
424
$12.1K 0.01%
215
425
$12K 0.01%
59