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
551
$8.24K ﹤0.01%
105
552
$8.22K ﹤0.01%
484
553
$8.11K ﹤0.01%
110
+25
554
$8.08K ﹤0.01%
65
-82
555
$8.08K ﹤0.01%
118
556
$7.98K ﹤0.01%
40
557
$7.97K ﹤0.01%
38
558
$7.94K ﹤0.01%
+205
559
$7.83K ﹤0.01%
1,330
560
$7.8K ﹤0.01%
37
561
$7.75K ﹤0.01%
205
-27
562
$7.72K ﹤0.01%
238
+111
563
$7.7K ﹤0.01%
1
564
$7.7K ﹤0.01%
63
565
$7.68K ﹤0.01%
43
+12
566
$7.65K ﹤0.01%
30
567
$7.59K ﹤0.01%
206
568
$7.53K ﹤0.01%
57
569
$7.49K ﹤0.01%
165
570
$7.49K ﹤0.01%
154
571
$7.46K ﹤0.01%
63
+16
572
$7.4K ﹤0.01%
200
573
$7.39K ﹤0.01%
223
+91
574
$7.38K ﹤0.01%
246
+16
575
$7.35K ﹤0.01%
25
21 22
23
24 25