WIA

Wetzel Investment Advisors Portfolio holdings

AUM $219M
1-Year Est. Return 14.04%
This Quarter Est. Return
1 Year Est. Return
+14.04%
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
701
$3.45K ﹤0.01%
1,000
702
$3.43K ﹤0.01%
62
703
$3.43K ﹤0.01%
135
704
$3.42K ﹤0.01%
153
705
$3.39K ﹤0.01%
1,812
706
$3.37K ﹤0.01%
108
707
$3.36K ﹤0.01%
44
708
$3.35K ﹤0.01%
50
-43
709
$3.32K ﹤0.01%
101
710
$3.28K ﹤0.01%
3
711
$3.27K ﹤0.01%
21
712
$3.27K ﹤0.01%
83
713
$3.27K ﹤0.01%
88
714
$3.25K ﹤0.01%
71
715
$3.25K ﹤0.01%
14
716
$3.24K ﹤0.01%
22
717
$3.21K ﹤0.01%
90
718
$3.19K ﹤0.01%
253
719
$3.16K ﹤0.01%
18
720
$3.16K ﹤0.01%
24
721
$3.11K ﹤0.01%
59
+9
722
$3.1K ﹤0.01%
44
-22
723
$3.06K ﹤0.01%
500
724
$3.05K ﹤0.01%
274
725
$3.05K ﹤0.01%
34
27 28
29
30 31