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
676
$2.96K ﹤0.01%
35
677
$2.94K ﹤0.01%
100
678
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8
679
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12
680
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100
681
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30
682
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33
683
$2.88K ﹤0.01%
58
684
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+50
685
$2.84K ﹤0.01%
165
686
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202
687
$2.81K ﹤0.01%
42
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$2.8K ﹤0.01%
43
689
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8
690
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54
691
$2.76K ﹤0.01%
43
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693
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51
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694
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29
695
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148
697
$2.64K ﹤0.01%
35
698
$2.61K ﹤0.01%
118
699
$2.59K ﹤0.01%
11
-250
700
$2.57K ﹤0.01%
25
-97
26 27
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29 30