WIA

Wetzel Investment Advisors Portfolio holdings

AUM $219M
1-Year Est. Return 14.04%
This Quarter Est. Return
1 Year Est. Return
+14.04%
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
+$14.3M
2
+$8.99M
3
+$8M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.21M
5
LLY icon
Eli Lilly
LLY
+$5.59M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.89%
2 Healthcare 6.43%
3 Technology 6.13%
4 Industrials 2.79%
5 Energy 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.34M 0.83%
+14,921
27
$1.26M 0.77%
+8,469
28
$1.21M 0.74%
+7,300
29
$1.16M 0.71%
+11,200
30
$1.03M 0.63%
+13,540
31
$1M 0.61%
+27,517
32
$986K 0.61%
+7,059
33
$948K 0.58%
+18,420
34
$934K 0.57%
+17,775
35
$895K 0.55%
+2,186
36
$894K 0.55%
+7,151
37
$850K 0.52%
+16,648
38
$800K 0.49%
+19,728
39
$768K 0.47%
+3,188
40
$672K 0.41%
+6,029
41
$669K 0.41%
+18,534
42
$630K 0.39%
+6,716
43
$629K 0.39%
+2,560
44
$618K 0.38%
+3,941
45
$577K 0.35%
+5,172
46
$577K 0.35%
+23,885
47
$558K 0.34%
+1,610
48
$548K 0.34%
+5,204
49
$546K 0.34%
+5,466
50
$545K 0.33%
+12,000
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