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
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%
162
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
22 23