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
576
$7.33K ﹤0.01%
353
+205
577
$7.33K ﹤0.01%
294
578
$7.29K ﹤0.01%
69
579
$7.22K ﹤0.01%
29
580
$7.2K ﹤0.01%
160
581
$7.19K ﹤0.01%
81
+24
582
$7.16K ﹤0.01%
157
583
$7.13K ﹤0.01%
641
-296
584
$7.12K ﹤0.01%
876
-22
585
$7.03K ﹤0.01%
151
+44
586
$7.02K ﹤0.01%
17
587
$6.86K ﹤0.01%
125
588
$6.85K ﹤0.01%
144
589
$6.84K ﹤0.01%
56
-10
590
$6.83K ﹤0.01%
29
+6
591
$6.8K ﹤0.01%
57
+13
592
$6.8K ﹤0.01%
140
593
$6.77K ﹤0.01%
218
594
$6.72K ﹤0.01%
105
595
$6.59K ﹤0.01%
160
596
$6.56K ﹤0.01%
92
597
$6.46K ﹤0.01%
90
-14
598
$6.44K ﹤0.01%
200
599
$6.43K ﹤0.01%
211
+182
600
$6.36K ﹤0.01%
59
-19
22 23
24
25 26