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
$163M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,109
New
Increased
Reduced
Closed

Top Buys

1 +$14.3M
2 +$8.99M
3 +$8M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.21M
5
LLY icon
Eli Lilly
LLY
+$5.59M

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%
+354
552
$8K ﹤0.01%
+230
553
$8K ﹤0.01%
+66
554
$8K ﹤0.01%
+109
555
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+29
556
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+421
557
$8K ﹤0.01%
+98
558
$8K ﹤0.01%
+53
559
$8K ﹤0.01%
+276
560
$8K ﹤0.01%
+165
561
$8K ﹤0.01%
+37
562
$8K ﹤0.01%
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563
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564
$8K ﹤0.01%
+1,200
565
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+57
566
$7K ﹤0.01%
+56
567
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+48
568
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+80
569
$7K ﹤0.01%
+340
570
$7K ﹤0.01%
+294
571
$7K ﹤0.01%
+9
572
$7K ﹤0.01%
+200
573
$7K ﹤0.01%
+106
574
$7K ﹤0.01%
+50
575
$7K ﹤0.01%
+435