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
51
$575K 0.34%
5,822
-894
52
$571K 0.34%
14,225
+3,760
53
$544K 0.32%
1,633
+23
54
$543K 0.32%
4,225
+125
55
$542K 0.32%
15,836
+2,872
56
$540K 0.32%
12,000
57
$525K 0.31%
4,170
+120
58
$520K 0.31%
1,533
-4
59
$513K 0.3%
5,469
-35
60
$507K 0.3%
2,420
+36
61
$505K 0.3%
2,817
-275
62
$492K 0.29%
3,553
-162
63
$469K 0.28%
1,618
-17
64
$455K 0.27%
2,859
-38
65
$447K 0.26%
1,822
+17
66
$446K 0.26%
5,856
-63
67
$437K 0.26%
8,995
68
$424K 0.25%
1,561
-76
69
$423K 0.25%
6,708
-293
70
$417K 0.25%
5,384
-38
71
$416K 0.24%
4,910
-130
72
$408K 0.24%
1,687
+14
73
$392K 0.23%
14,030
+81
74
$389K 0.23%
776
+4
75
$369K 0.22%
7,664
+223
1 2
3
4 5