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
501
$7.62K ﹤0.01%
898
+22
502
$7.62K ﹤0.01%
100
-134
503
$7.49K ﹤0.01%
157
504
$7.45K ﹤0.01%
75
-89
505
$7.41K ﹤0.01%
69
506
$7.38K ﹤0.01%
109
-210
507
$7.32K ﹤0.01%
42
-95
508
$7.18K ﹤0.01%
125
509
$7.17K ﹤0.01%
105
510
$7.13K ﹤0.01%
17
511
$7.08K ﹤0.01%
218
512
$7.04K ﹤0.01%
400
513
$7.03K ﹤0.01%
+600
514
$7.01K ﹤0.01%
204
-34
515
$7K ﹤0.01%
51
516
$6.91K ﹤0.01%
92
517
$6.89K ﹤0.01%
140
518
$6.87K ﹤0.01%
80
519
$6.75K ﹤0.01%
500
520
$6.73K ﹤0.01%
100
-111
521
$6.72K ﹤0.01%
160
522
$6.7K ﹤0.01%
200
523
$6.69K ﹤0.01%
160
524
$6.69K ﹤0.01%
146
525
$6.68K ﹤0.01%
46
-192
19 20
21
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