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
651
$4.79K ﹤0.01%
98
652
$4.76K ﹤0.01%
+109
653
$4.7K ﹤0.01%
408
+148
654
$4.69K ﹤0.01%
66
655
$4.68K ﹤0.01%
175
656
$4.64K ﹤0.01%
67
-126
657
$4.63K ﹤0.01%
15
658
$4.63K ﹤0.01%
+72
659
$4.63K ﹤0.01%
53
660
$4.57K ﹤0.01%
285
661
$4.53K ﹤0.01%
177
662
$4.52K ﹤0.01%
30
663
$4.47K ﹤0.01%
84
664
$4.45K ﹤0.01%
+280
665
$4.43K ﹤0.01%
44
666
$4.41K ﹤0.01%
+85
667
$4.41K ﹤0.01%
119
668
$4.38K ﹤0.01%
24
-6
669
$4.37K ﹤0.01%
100
670
$4.32K ﹤0.01%
618
671
$4.27K ﹤0.01%
40
672
$4.27K ﹤0.01%
38
673
$4.26K ﹤0.01%
1,000
674
$4.26K ﹤0.01%
260
675
$4.24K ﹤0.01%
29
25 26
27
28 29