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
$201M
AUM Growth
+$2.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$872K
2
+$815K
3
+$615K
4
QDPL icon
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
+$584K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$418K

Top Sells

1
+$743K
2
+$256K
3
+$241K
4
ABBV icon
AbbVie
ABBV
+$224K
5
VKTX icon
Viking Therapeutics
VKTX
+$222K

Sector Composition

1 Financials 9.66%
2 Technology 5.26%
3 Healthcare 4.69%
4 Energy 1.63%
5 Industrials 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$750K 0.37%
3,287
-11
52
$749K 0.37%
18,379
-269
53
$704K 0.35%
4,412
+47
54
$699K 0.35%
5,432
-92
55
$682K 0.34%
1,472
+7
56
$674K 0.33%
15,796
+7
57
$671K 0.33%
5,257
58
$643K 0.32%
4,448
-67
59
$623K 0.31%
3,214
-156
60
$618K 0.31%
1,589
-54
61
$606K 0.3%
5,258
-155
62
$584K 0.29%
+15,000
63
$571K 0.28%
14,271
-102
64
$565K 0.28%
1,525
-3
65
$553K 0.27%
2,267
-75
66
$542K 0.27%
12,000
67
$515K 0.26%
1,865
68
$483K 0.24%
4,814
-49
69
$478K 0.24%
1,428
-104
70
$452K 0.22%
772
71
$451K 0.22%
6,438
72
$443K 0.22%
1,506
-93
73
$440K 0.22%
13,881
-149
74
$439K 0.22%
5,812
-28
75
$435K 0.22%
5,280
1 2
3
4 5