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
$170M
AUM Growth
+$7.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,204
New
Increased
Reduced
Closed

Top Buys

1
+$379K
2
+$270K
3
+$263K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$198K
5
XOM icon
Exxon Mobil
XOM
+$182K

Top Sells

1
+$189K
2
+$171K
3
+$159K
4
JPM icon
JPMorgan Chase
JPM
+$142K
5
TSLA icon
Tesla
TSLA
+$120K

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
451
$12.9K 0.01%
113
452
$12.9K 0.01%
362
453
$12.9K 0.01%
311
454
$12.8K 0.01%
272
-196
455
$12.8K 0.01%
109
456
$12.7K 0.01%
200
457
$12.6K 0.01%
200
-3,100
458
$12.6K 0.01%
247
-12
459
$12.5K 0.01%
250
+6
460
$12.5K 0.01%
500
461
$12.4K 0.01%
124
+4
462
$12.4K 0.01%
95
+18
463
$12.4K 0.01%
90
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464
$12.3K 0.01%
446
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465
$12.3K 0.01%
107
+7
466
$12.2K 0.01%
146
467
$12K 0.01%
75
468
$11.9K 0.01%
197
469
$11.9K 0.01%
167
470
$11.9K 0.01%
163
-287
471
$11.9K 0.01%
146
472
$11.9K 0.01%
168
473
$11.8K 0.01%
66
+23
474
$11.7K 0.01%
63
+7
475
$11.6K 0.01%
400
17 18
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