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 Buys

1
+$836K
2
+$145K
3
+$110K
4
IHTA
Invesco High Income 2024 Target Term Fund
IHTA
+$86K
5
GDO
Western Asset Global Corporate Defined Opportunity Fund
GDO
+$74.9K

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
451
$10.6K 0.01%
162
452
$10.4K 0.01%
137
453
$10.4K 0.01%
56
454
$10.3K 0.01%
321
455
$10.2K 0.01%
172
456
$10.2K 0.01%
+500
457
$10.1K 0.01%
360
458
$10.1K 0.01%
258
-358
459
$9.99K 0.01%
65
460
$9.98K 0.01%
252
461
$9.88K 0.01%
+50
462
$9.72K 0.01%
28
-81
463
$9.65K 0.01%
434
464
$9.52K 0.01%
13
-29
465
$9.51K 0.01%
253
466
$9.48K 0.01%
6,000
467
$9.39K 0.01%
241
468
$9.37K 0.01%
321
469
$9.35K 0.01%
+475
470
$9.33K 0.01%
71
471
$9.14K 0.01%
370
472
$9.11K 0.01%
150
473
$8.93K 0.01%
33
474
$8.87K 0.01%
500
475
$8.85K 0.01%
421
17 18
19
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