We are live on ! Find out more
WIA

Wetzel Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 18.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
944
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$7.64M
3
+$6.23M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$5.49M
5
VT icon
Vanguard Total World Stock ETF
VT
+$3.94M

Top Sells

1
+$14M
2
+$3.67M
3
+$1.44M
4
QGRO icon
American Century US Quality Growth ETF
QGRO
+$1.14M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$484K

Sector Composition

1 Financials 8.73%
2 Healthcare 5.96%
3 Technology 4.94%
4 Energy 1.76%
5 Industrials 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-215
402
– –
-350
403
– –
-13
404
– –
-311
405
– –
-21
406
– –
-768
407
– –
-358
408
– –
-895
409
– –
-9
410
– –
-10
411
– –
-500
412
– –
-500
413
– –
-2
414
– –
-360
415
– –
-897
416
– –
-2,859
417
– –
-1,400
418
– –
-177
419
– –
-256
420
– –
-810
421
– –
-156
422
– –
-1,000
423
– –
-66
424
– –
-201
425
– –
-9
15 16
17
18 19