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
676
$4.21K ﹤0.01%
+44
677
$4.17K ﹤0.01%
+165
678
$4.15K ﹤0.01%
68
679
$4.12K ﹤0.01%
100
680
$4.12K ﹤0.01%
100
681
$4.1K ﹤0.01%
35
682
$4.1K ﹤0.01%
11
683
$4K ﹤0.01%
117
684
$3.88K ﹤0.01%
81
685
$3.84K ﹤0.01%
365
686
$3.79K ﹤0.01%
92
687
$3.78K ﹤0.01%
1,000
+700
688
$3.76K ﹤0.01%
73
689
$3.75K ﹤0.01%
70
690
$3.72K ﹤0.01%
6
691
$3.71K ﹤0.01%
25
692
$3.69K ﹤0.01%
41
693
$3.67K ﹤0.01%
54
694
$3.66K ﹤0.01%
25
695
$3.62K ﹤0.01%
200
696
$3.58K ﹤0.01%
3
697
$3.54K ﹤0.01%
126
698
$3.53K ﹤0.01%
37
699
$3.52K ﹤0.01%
28
700
$3.49K ﹤0.01%
40
-128
26 27
28
29 30