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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
551
$8K ﹤0.01%
+101
552
$8K ﹤0.01%
+110
553
$8K ﹤0.01%
+200
554
$8K ﹤0.01%
+354
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+230
556
$8K ﹤0.01%
+66
557
$8K ﹤0.01%
+109
558
$8K ﹤0.01%
+421
559
$8K ﹤0.01%
+98
560
$8K ﹤0.01%
+53
561
$8K ﹤0.01%
+276
562
$8K ﹤0.01%
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+105
564
$8K ﹤0.01%
+1,200
565
$8K ﹤0.01%
+57
566
$7K ﹤0.01%
+144
567
$7K ﹤0.01%
+51
568
$7K ﹤0.01%
+285
569
$7K ﹤0.01%
+43
570
$7K ﹤0.01%
+80
571
$7K ﹤0.01%
+340
572
$7K ﹤0.01%
+294
573
$7K ﹤0.01%
+9
574
$7K ﹤0.01%
+200
575
$7K ﹤0.01%
+106