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WIA

Wetzel Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 18.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,109
New
Increased
Reduced
Closed

Top Buys

1 +$13.7M
2 +$8.42M
3 +$7.12M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.79M
5
LLY icon
Eli Lilly
LLY
+$5.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.89%
2 Healthcare 6.43%
3 Technology 6.12%
4 Industrials 2.79%
5 Energy 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$9K 0.01%
+77
527
$9K 0.01%
+484
528
$9K 0.01%
+72
529
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531
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532
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533
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534
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535
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536
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+78
537
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538
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539
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540
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542
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543
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544
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545
$8K ﹤0.01%
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546
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547
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548
$8K ﹤0.01%
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549
$8K ﹤0.01%
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550
$8K ﹤0.01%
+211