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
526
$6.66K ﹤0.01%
35
-45
527
$6.64K ﹤0.01%
132
528
$6.58K ﹤0.01%
36
-128
529
$6.53K ﹤0.01%
88
530
$6.5K ﹤0.01%
500
531
$6.48K ﹤0.01%
50
532
$6.47K ﹤0.01%
+300
533
$6.4K ﹤0.01%
285
534
$6.4K ﹤0.01%
43
535
$6.38K ﹤0.01%
19
-61
536
$6.37K ﹤0.01%
255
537
$6.24K ﹤0.01%
131
538
$6.2K ﹤0.01%
5,000
539
$6.18K ﹤0.01%
82
-146
540
$6.14K ﹤0.01%
276
541
$6.14K ﹤0.01%
113
542
$6.13K ﹤0.01%
1,000
543
$6.12K ﹤0.01%
21
544
$6.1K ﹤0.01%
340
545
$6.01K ﹤0.01%
85
546
$5.97K ﹤0.01%
161
-231
547
$5.95K ﹤0.01%
78
-78
548
$5.94K ﹤0.01%
41
-194
549
$5.91K ﹤0.01%
113
550
$5.85K ﹤0.01%
9
-50
20 21
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23 24