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
426
$14K 0.01%
416
427
$14K 0.01%
48
428
$13.9K 0.01%
2,500
+500
429
$13.8K 0.01%
+500
430
$13.7K 0.01%
110
+18
431
$13.7K 0.01%
80
+12
432
$13.7K 0.01%
62
433
$13.6K 0.01%
80
434
$13.6K 0.01%
320
435
$13.6K 0.01%
172
436
$13.5K 0.01%
52
+7
437
$13.5K 0.01%
113
+32
438
$13.5K 0.01%
156
439
$13.4K 0.01%
100
440
$13.3K 0.01%
217
441
$13.3K 0.01%
200
442
$13.3K 0.01%
211
+5
443
$13.3K 0.01%
412
444
$13.2K 0.01%
200
-10
445
$13.1K 0.01%
180
446
$13.1K 0.01%
106
+15
447
$13.1K 0.01%
60
448
$13K 0.01%
143
449
$13K 0.01%
250
+12
450
$13K 0.01%
36
+3
16 17
18
19 20