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
701
$2.56K ﹤0.01%
38
-774
702
$2.51K ﹤0.01%
19
-94
703
$2.49K ﹤0.01%
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704
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54
705
$2.42K ﹤0.01%
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706
$2.39K ﹤0.01%
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707
$2.36K ﹤0.01%
+100
708
$2.35K ﹤0.01%
+166
709
$2.34K ﹤0.01%
12
710
$2.34K ﹤0.01%
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711
$2.33K ﹤0.01%
44
-206
712
$2.31K ﹤0.01%
27
713
$2.29K ﹤0.01%
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714
$2.28K ﹤0.01%
20
715
$2.28K ﹤0.01%
60
716
$2.27K ﹤0.01%
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717
$2.27K ﹤0.01%
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718
$2.27K ﹤0.01%
100
719
$2.26K ﹤0.01%
58
720
$2.25K ﹤0.01%
200
721
$2.25K ﹤0.01%
46
722
$2.25K ﹤0.01%
56
723
$2.23K ﹤0.01%
18
-39
724
$2.22K ﹤0.01%
29
725
$2.22K ﹤0.01%
+337
27 28
29
30 31