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
626
$3.73K ﹤0.01%
37
627
$3.73K ﹤0.01%
28
628
$3.68K ﹤0.01%
4,000
+3,800
629
$3.67K ﹤0.01%
+78
630
$3.66K ﹤0.01%
40
631
$3.64K ﹤0.01%
21
632
$3.6K ﹤0.01%
34
633
$3.59K ﹤0.01%
200
634
$3.58K ﹤0.01%
41
635
$3.58K ﹤0.01%
90
-1,477
636
$3.56K ﹤0.01%
135
637
$3.54K ﹤0.01%
27
-44
638
$3.52K ﹤0.01%
14
639
$3.51K ﹤0.01%
108
640
$3.49K ﹤0.01%
101
641
$3.48K ﹤0.01%
253
642
$3.47K ﹤0.01%
90
643
$3.44K ﹤0.01%
68
644
$3.44K ﹤0.01%
88
645
$3.43K ﹤0.01%
1,000
646
$3.43K ﹤0.01%
+477
647
$3.43K ﹤0.01%
22
648
$3.4K ﹤0.01%
44
649
$3.4K ﹤0.01%
18
650
$3.34K ﹤0.01%
44
24 25
26
27 28