WIA

Wetzel Investment Advisors Portfolio holdings

AUM $247M
1-Year Est. Return 18.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.97%
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
+$13.7M
2
+$8.42M
3
+$7.12M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.79M
5
LLY icon
Eli Lilly
LLY
+$5.6M

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
451
$12K 0.01%
+92
452
$12K 0.01%
+215
453
$12K 0.01%
+770
454
$12K 0.01%
+533
455
$12K 0.01%
+154
456
$12K 0.01%
+54
457
$12K 0.01%
+217
458
$12K 0.01%
+33
459
$12K 0.01%
+138
460
$12K 0.01%
+266
461
$12K 0.01%
+238
462
$12K 0.01%
+146
463
$12K 0.01%
+400
464
$12K 0.01%
+510
465
$12K 0.01%
+311
466
$12K 0.01%
+197
467
$12K 0.01%
+155
468
$12K 0.01%
+146
469
$12K 0.01%
+260
470
$12K 0.01%
+45
471
$11K 0.01%
+200
472
$11K 0.01%
+68
473
$11K 0.01%
+60
474
$11K 0.01%
+365
475
$11K 0.01%
+48
17 18
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