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
426
$12K 0.01%
155
427
$11.9K 0.01%
200
428
$11.8K 0.01%
203
429
$11.8K 0.01%
163
430
$11.7K 0.01%
325
-277
431
$11.7K 0.01%
641
432
$11.5K 0.01%
137
433
$11.5K 0.01%
+143
434
$11.4K 0.01%
266
435
$11.3K 0.01%
86
436
$11.3K 0.01%
198
437
$11.3K 0.01%
+1,100
438
$11.1K 0.01%
365
439
$11.1K 0.01%
96
-388
440
$11.1K 0.01%
157
441
$11.1K 0.01%
224
442
$11K 0.01%
1,200
443
$10.9K 0.01%
200
444
$10.8K 0.01%
135
445
$10.8K 0.01%
15
446
$10.8K 0.01%
151
447
$10.7K 0.01%
239
448
$10.7K 0.01%
57
449
$10.6K 0.01%
150
450
$10.6K 0.01%
123