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
601
$4.42K ﹤0.01%
66
602
$4.42K ﹤0.01%
85
603
$4.39K ﹤0.01%
11
604
$4.38K ﹤0.01%
40
605
$4.38K ﹤0.01%
70
606
$4.27K ﹤0.01%
365
607
$4.21K ﹤0.01%
100
608
$4.19K ﹤0.01%
35
609
$4.19K ﹤0.01%
117
610
$4.15K ﹤0.01%
500
611
$4.1K ﹤0.01%
92
612
$4.07K ﹤0.01%
6
613
$4.04K ﹤0.01%
25
614
$4.03K ﹤0.01%
54
615
$3.99K ﹤0.01%
3
616
$3.97K ﹤0.01%
+300
617
$3.95K ﹤0.01%
9
-69
618
$3.9K ﹤0.01%
22
-108
619
$3.9K ﹤0.01%
1,812
620
$3.87K ﹤0.01%
126
621
$3.83K ﹤0.01%
8
-28
622
$3.81K ﹤0.01%
5
623
$3.75K ﹤0.01%
73
624
$3.75K ﹤0.01%
15
-109
625
$3.74K ﹤0.01%
62
23 24
25
26 27