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
$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
26
$1.4M 0.83%
41,185
-270
27
$1.35M 0.79%
23,141
+4,721
28
$1.34M 0.79%
14,335
-586
29
$1.23M 0.73%
7,262
-38
30
$1.22M 0.72%
11,200
31
$1.06M 0.62%
6,791
-268
32
$1.06M 0.62%
13,275
-265
33
$1.06M 0.62%
17,811
+36
34
$1.01M 0.6%
28,404
+887
35
$962K 0.57%
3,115
-73
36
$893K 0.53%
7,106
-45
37
$887K 0.52%
2,094
-92
38
$854K 0.5%
7,206
+1,740
39
$823K 0.48%
16,472
-176
40
$767K 0.45%
19,106
-622
41
$764K 0.45%
27,885
+4,000
42
$747K 0.44%
3,250
+690
43
$716K 0.42%
19,213
+679
44
$687K 0.4%
12,527
+7,100
45
$630K 0.37%
4,322
+381
46
$628K 0.37%
5,462
+290
47
$613K 0.36%
5,029
-1,000
48
$606K 0.36%
4,836
+497
49
$600K 0.35%
5,468
+264
50
$593K 0.35%
3,507
-95
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2
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