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
526
$9.28K 0.01%
253
527
$9.25K 0.01%
59
+11
528
$9.2K 0.01%
65
529
$9.2K 0.01%
172
530
$9.16K 0.01%
150
531
$8.99K 0.01%
134
+24
532
$8.99K 0.01%
435
533
$8.93K 0.01%
168
+56
534
$8.93K 0.01%
93
-45
535
$8.85K 0.01%
+160
536
$8.8K 0.01%
500
+300
537
$8.79K 0.01%
71
+14
538
$8.76K 0.01%
200
539
$8.7K 0.01%
9
540
$8.61K 0.01%
241
541
$8.59K 0.01%
421
542
$8.59K 0.01%
129
+23
543
$8.54K 0.01%
71
544
$8.52K 0.01%
+500
545
$8.5K 0.01%
54
+1
546
$8.49K 0.01%
170
+1
547
$8.49K 0.01%
122
+2
548
$8.4K ﹤0.01%
370
549
$8.34K ﹤0.01%
33
550
$8.28K ﹤0.01%
252
20 21
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