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
426
$14K 0.01%
+310
427
$14K 0.01%
+62
428
$14K 0.01%
+167
429
$14K 0.01%
+9
430
$13K 0.01%
+113
431
$13K 0.01%
+206
432
$13K 0.01%
+75
433
$13K 0.01%
+143
434
$13K 0.01%
+100
435
$13K 0.01%
+100
436
$13K 0.01%
+85
437
$13K 0.01%
+482
438
$13K 0.01%
+416
439
$13K 0.01%
+70
440
$13K 0.01%
+95
441
$13K 0.01%
+109
442
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+22
443
$13K 0.01%
+75
444
$13K 0.01%
+36
445
$13K 0.01%
+223
446
$13K 0.01%
+210
447
$13K 0.01%
+2,000
448
$13K 0.01%
+120
449
$12K 0.01%
+180
450
$12K 0.01%
+92
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