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WIA

Wetzel Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 18.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.78%
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
+$13.7M
2
+$8.42M
3
+$7.12M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.79M
5
LLY icon
Eli Lilly
LLY
+$5.6M

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
651
$5K ﹤0.01%
+23
652
$5K ﹤0.01%
+31
653
$5K ﹤0.01%
+100
654
$5K ﹤0.01%
+25
655
$5K ﹤0.01%
+53
656
$5K ﹤0.01%
+88
657
$5K ﹤0.01%
+21
658
$5K ﹤0.01%
+107
659
$5K ﹤0.01%
+96
660
$5K ﹤0.01%
+29
661
$5K ﹤0.01%
+47
662
$5K ﹤0.01%
+40
663
$5K ﹤0.01%
+300
664
$5K ﹤0.01%
+264
665
$5K ﹤0.01%
+23
666
$5K ﹤0.01%
+177
667
$5K ﹤0.01%
+100
668
$5K ﹤0.01%
+25
669
$5K ﹤0.01%
+260
670
$5K ﹤0.01%
+114
671
$5K ﹤0.01%
+268
672
$5K ﹤0.01%
+409
673
$5K ﹤0.01%
+33
674
$5K ﹤0.01%
+119
675
$4K ﹤0.01%
+46
25 26
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