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
476
$11.6K 0.01%
641
477
$11.6K 0.01%
59
478
$11.5K 0.01%
+500
479
$11.5K 0.01%
8
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480
$11.4K 0.01%
215
481
$11.4K 0.01%
122
-32
482
$11.4K 0.01%
44
+20
483
$11.3K 0.01%
155
484
$11.1K 0.01%
225
485
$11.1K 0.01%
94
-133
486
$11.1K 0.01%
53
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487
$11K 0.01%
198
488
$11K 0.01%
224
489
$11K 0.01%
138
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490
$11K 0.01%
86
491
$10.8K 0.01%
266
492
$10.8K 0.01%
203
493
$10.8K 0.01%
137
494
$10.8K 0.01%
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-1
495
$10.7K 0.01%
527
-117
496
$10.7K 0.01%
157
+52
497
$10.5K 0.01%
1,200
498
$10.5K 0.01%
365
499
$10.5K 0.01%
135
500
$10.5K 0.01%
190
+54
18 19
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