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
551
$5.84K ﹤0.01%
7
-21
552
$5.77K ﹤0.01%
25
553
$5.74K ﹤0.01%
35
-106
554
$5.71K ﹤0.01%
35
-103
555
$5.64K ﹤0.01%
+100
556
$5.64K ﹤0.01%
+1,200
557
$5.63K ﹤0.01%
96
558
$5.62K ﹤0.01%
323
559
$5.61K ﹤0.01%
98
560
$5.53K ﹤0.01%
1,284
561
$5.48K ﹤0.01%
100
562
$5.43K ﹤0.01%
20
563
$5.41K ﹤0.01%
150
564
$5.34K ﹤0.01%
67
565
$5.34K ﹤0.01%
177
566
$5.3K ﹤0.01%
409
567
$5.29K ﹤0.01%
57
568
$5.28K ﹤0.01%
36
-96
569
$5.28K ﹤0.01%
79
570
$5.24K ﹤0.01%
175
571
$5.22K ﹤0.01%
72
572
$5.21K ﹤0.01%
285
573
$5.17K ﹤0.01%
46
574
$5.16K ﹤0.01%
75
575
$5.13K ﹤0.01%
+350
21 22
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