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
601
$6.36K ﹤0.01%
51
602
$6.32K ﹤0.01%
27
-10
603
$6.3K ﹤0.01%
48
+1
604
$6.28K ﹤0.01%
146
605
$6.24K ﹤0.01%
132
606
$6.18K ﹤0.01%
25
607
$6.16K ﹤0.01%
88
608
$6.15K ﹤0.01%
5,000
609
$6.13K ﹤0.01%
49
-23
610
$6.12K ﹤0.01%
285
611
$6.06K ﹤0.01%
80
612
$6.05K ﹤0.01%
43
613
$6.03K ﹤0.01%
255
614
$5.99K ﹤0.01%
156
615
$5.95K ﹤0.01%
113
-319
616
$5.93K ﹤0.01%
400
617
$5.92K ﹤0.01%
131
618
$5.88K ﹤0.01%
500
619
$5.87K ﹤0.01%
33
620
$5.81K ﹤0.01%
113
621
$5.79K ﹤0.01%
85
622
$5.72K ﹤0.01%
300
623
$5.71K ﹤0.01%
57
-9
624
$5.65K ﹤0.01%
21
625
$5.64K ﹤0.01%
59
+15
23 24
25
26 27