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
$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 6.13%
4 Industrials 2.79%
5 Energy 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$507K 0.31%
+3,715
52
$504K 0.31%
+3,602
53
$503K 0.31%
+4,100
54
$502K 0.31%
+2,384
55
$481K 0.3%
+1,537
56
$473K 0.29%
+4,339
57
$470K 0.29%
+3,092
58
$461K 0.28%
+5,504
59
$457K 0.28%
+2,897
60
$452K 0.28%
+4,050
61
$447K 0.27%
+12,964
62
$446K 0.27%
+5,919
63
$444K 0.27%
+8,995
64
$439K 0.27%
+7,001
65
$431K 0.26%
+1,637
66
$423K 0.26%
+5,422
67
$408K 0.25%
+1,805
68
$399K 0.25%
+13,949
69
$399K 0.25%
+1,635
70
$395K 0.24%
+10,465
71
$390K 0.24%
+1,673
72
$383K 0.24%
+8,738
73
$376K 0.23%
+7,441
74
$374K 0.23%
+7,437
75
$347K 0.21%
+3,490
1 2
3
4 5