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
476
$8.74K 0.01%
105
477
$8.74K 0.01%
40
478
$8.71K 0.01%
200
479
$8.7K 0.01%
435
480
$8.48K ﹤0.01%
118
481
$8.46K ﹤0.01%
37
482
$8.45K ﹤0.01%
+501
483
$8.39K ﹤0.01%
63
484
$8.32K ﹤0.01%
9
485
$8.29K ﹤0.01%
+626
486
$8.19K ﹤0.01%
30
487
$8.15K ﹤0.01%
+19
488
$8.05K ﹤0.01%
484
489
$8.05K ﹤0.01%
1,330
490
$8.02K ﹤0.01%
165
491
$8.02K ﹤0.01%
25
492
$8.01K ﹤0.01%
57
493
$7.89K ﹤0.01%
206
494
$7.86K ﹤0.01%
38
495
$7.8K ﹤0.01%
653
+12
496
$7.78K ﹤0.01%
29
497
$7.71K ﹤0.01%
200
498
$7.7K ﹤0.01%
294
499
$7.65K ﹤0.01%
144
500
$7.64K ﹤0.01%
143
-209
18 19
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