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
701
$4K ﹤0.01%
+70
702
$4K ﹤0.01%
+1,000
703
$4K ﹤0.01%
+35
704
$4K ﹤0.01%
+66
705
$4K ﹤0.01%
+117
706
$4K ﹤0.01%
+41
707
$4K ﹤0.01%
+57
708
$4K ﹤0.01%
+30
709
$4K ﹤0.01%
+126
710
$4K ﹤0.01%
+21
711
$4K ﹤0.01%
+5,000
712
$4K ﹤0.01%
+83
713
$4K ﹤0.01%
+200
714
$4K ﹤0.01%
+253
715
$4K ﹤0.01%
+153
716
$3K ﹤0.01%
+68
717
$3K ﹤0.01%
+8
718
$3K ﹤0.01%
+108
719
$3K ﹤0.01%
+88
720
$3K ﹤0.01%
+13
721
$3K ﹤0.01%
+200
722
$3K ﹤0.01%
+165
723
$3K ﹤0.01%
+200
724
$3K ﹤0.01%
+32
725
$3K ﹤0.01%
+11
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