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
576
$5.13K ﹤0.01%
75
-296
577
$5.13K ﹤0.01%
108
578
$5.08K ﹤0.01%
200
579
$5.05K ﹤0.01%
41
580
$5.01K ﹤0.01%
15
581
$5.01K ﹤0.01%
49
-1
582
$4.87K ﹤0.01%
84
583
$4.8K ﹤0.01%
65
-92
584
$4.79K ﹤0.01%
44
585
$4.78K ﹤0.01%
1,000
586
$4.77K ﹤0.01%
12
-24
587
$4.75K ﹤0.01%
53
588
$4.68K ﹤0.01%
+300
589
$4.67K ﹤0.01%
30
590
$4.65K ﹤0.01%
100
591
$4.61K ﹤0.01%
29
592
$4.58K ﹤0.01%
+400
593
$4.52K ﹤0.01%
300
594
$4.51K ﹤0.01%
+221
595
$4.5K ﹤0.01%
280
596
$4.47K ﹤0.01%
+400
597
$4.46K ﹤0.01%
260
598
$4.46K ﹤0.01%
81
599
$4.45K ﹤0.01%
38
600
$4.45K ﹤0.01%
100
22 23
24
25 26