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
$163M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,109
New
Increased
Reduced
Closed

Top Buys

1 +$14.3M
2 +$8.99M
3 +$8M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.21M
5
LLY icon
Eli Lilly
LLY
+$5.59M

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%
+53
652
$5K ﹤0.01%
+88
653
$5K ﹤0.01%
+21
654
$5K ﹤0.01%
+107
655
$5K ﹤0.01%
+47
656
$5K ﹤0.01%
+2,531
657
$5K ﹤0.01%
+66
658
$5K ﹤0.01%
+300
659
$5K ﹤0.01%
+40
660
$5K ﹤0.01%
+132
661
$5K ﹤0.01%
+300
662
$5K ﹤0.01%
+79
663
$5K ﹤0.01%
+150
664
$5K ﹤0.01%
+264
665
$5K ﹤0.01%
+23
666
$5K ﹤0.01%
+177
667
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+100
668
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+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%
+135