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
626
$5.53K ﹤0.01%
340
627
$5.48K ﹤0.01%
25
628
$5.48K ﹤0.01%
50
629
$5.42K ﹤0.01%
+50
630
$5.4K ﹤0.01%
276
631
$5.39K ﹤0.01%
6,000
+3,000
632
$5.37K ﹤0.01%
44
+40
633
$5.34K ﹤0.01%
500
634
$5.31K ﹤0.01%
75
-30
635
$5.25K ﹤0.01%
323
636
$5.24K ﹤0.01%
96
637
$5.2K ﹤0.01%
271
+7
638
$5.15K ﹤0.01%
108
-25
639
$5.14K ﹤0.01%
79
640
$5.09K ﹤0.01%
100
641
$5.08K ﹤0.01%
57
642
$5.07K ﹤0.01%
409
643
$5.02K ﹤0.01%
150
644
$5.01K ﹤0.01%
108
645
$4.94K ﹤0.01%
46
646
$4.91K ﹤0.01%
200
647
$4.9K ﹤0.01%
136
-27
648
$4.88K ﹤0.01%
+1,284
649
$4.85K ﹤0.01%
20
650
$4.82K ﹤0.01%
41
24 25
26
27 28