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
$199M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
944
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$7.91M
3
+$6.45M
4
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$5.56M
5
VT icon
Vanguard Total World Stock ETF
VT
+$4.11M

Top Sells

1
+$14.3M
2
+$3.67M
3
+$1.46M
4
QGRO icon
American Century US Quality Growth ETF
QGRO
+$1.14M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$484K

Sector Composition

1 Financials 8.73%
2 Healthcare 5.96%
3 Technology 4.94%
4 Energy 1.76%
5 Industrials 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$700K 0.35%
4,057
+317
52
$694K 0.35%
5,524
+96
53
$682K 0.34%
15,789
+503
54
$674K 0.34%
5,257
-198
55
$666K 0.33%
1,643
+81
56
$662K 0.33%
4,365
+140
57
$660K 0.33%
1,465
-1
58
$645K 0.32%
14,373
+920
59
$642K 0.32%
3,370
-134
60
$626K 0.31%
3,362
+556
61
$616K 0.31%
5,029
-500
62
$611K 0.31%
5,413
-440
63
$595K 0.3%
1,528
-83
64
$556K 0.28%
4,863
+323
65
$554K 0.28%
12,000
66
$540K 0.27%
1,865
+43
67
$517K 0.26%
2,342
+638
68
$488K 0.25%
5,840
-29
69
$462K 0.23%
6,438
-389
70
$446K 0.22%
5,280
-126
71
$445K 0.22%
1,599
+111
72
$442K 0.22%
772
73
$435K 0.22%
2,822
-829
74
$427K 0.21%
4,221
-140,739
75
$420K 0.21%
1,532
+199
1 2
3
4 5