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
601
$6K ﹤0.01%
+68
602
$6K ﹤0.01%
+500
603
$6K ﹤0.01%
+400
604
$6K ﹤0.01%
+44
605
$6K ﹤0.01%
+85
606
$6K ﹤0.01%
+25
607
$6K ﹤0.01%
+43
608
$6K ﹤0.01%
+85
609
$6K ﹤0.01%
+255
610
$6K ﹤0.01%
+131
611
$6K ﹤0.01%
+50
612
$6K ﹤0.01%
+105
613
$6K ﹤0.01%
+163
614
$6K ﹤0.01%
+104
615
$6K ﹤0.01%
+175
616
$6K ﹤0.01%
+132
617
$6K ﹤0.01%
+113
618
$6K ﹤0.01%
+160
619
$6K ﹤0.01%
+57
620
$6K ﹤0.01%
+17
621
$6K ﹤0.01%
+323
622
$6K ﹤0.01%
+66
623
$6K ﹤0.01%
+112
624
$6K ﹤0.01%
+38
625
$6K ﹤0.01%
+146