WIA

Wetzel Investment Advisors Portfolio holdings

AUM $247M
1-Year Est. Return 18.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.97%
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
+$379K
2
+$270K
3
+$263K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$198K
5
XOM icon
Exxon Mobil
XOM
+$182K

Top Sells

1
+$189K
2
+$171K
3
+$159K
4
JPM icon
JPMorgan Chase
JPM
+$142K
5
TSLA icon
Tesla
TSLA
+$120K

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
501
$10.4K 0.01%
94
+23
502
$10.3K 0.01%
157
+10
503
$10.3K 0.01%
56
504
$10.2K 0.01%
57
505
$10.1K 0.01%
164
506
$10.1K 0.01%
203
-57
507
$10.1K 0.01%
151
508
$10.1K 0.01%
200
509
$10K 0.01%
321
510
$9.94K 0.01%
137
511
$9.86K 0.01%
163
+59
512
$9.86K 0.01%
59
+9
513
$9.79K 0.01%
150
514
$9.74K 0.01%
280
+4
515
$9.73K 0.01%
+152
516
$9.68K 0.01%
360
517
$9.64K 0.01%
217
+6
518
$9.63K 0.01%
139
+24
519
$9.49K 0.01%
15
520
$9.49K 0.01%
123
521
$9.43K 0.01%
239
-132
522
$9.36K 0.01%
434
523
$9.35K 0.01%
5,000
+4,000
524
$9.33K 0.01%
321
525
$9.31K 0.01%
58
19 20
21
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