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
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%
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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
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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
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471
$11.9K 0.01%
146
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$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
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