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
651
$3.34K ﹤0.01%
25
-31
652
$3.3K ﹤0.01%
71
653
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83
654
$3.27K ﹤0.01%
+375
655
$3.25K ﹤0.01%
32
656
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274
657
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37
658
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6
659
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24
-82
660
$3.12K ﹤0.01%
+1,500
661
$3.12K ﹤0.01%
223
662
$3.11K ﹤0.01%
25
663
$3.09K ﹤0.01%
140
664
$3.08K ﹤0.01%
2,000
665
$3.08K ﹤0.01%
100
-18
666
$3.07K ﹤0.01%
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$3.02K ﹤0.01%
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669
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13
670
$3.01K ﹤0.01%
27
671
$3.01K ﹤0.01%
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672
$2.98K ﹤0.01%
11
673
$2.98K ﹤0.01%
50
674
$2.98K ﹤0.01%
100
675
$2.97K ﹤0.01%
151
25 26
27
28 29