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
$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 6.12%
4 Industrials 2.79%
5 Energy 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$3K ﹤0.01%
+33
727
$3K ﹤0.01%
+30
728
$3K ﹤0.01%
+135
729
$3K ﹤0.01%
+50
730
$3K ﹤0.01%
+37
731
$3K ﹤0.01%
+26
732
$3K ﹤0.01%
+25
733
$3K ﹤0.01%
+100
734
$3K ﹤0.01%
+24
735
$3K ﹤0.01%
+34
736
$3K ﹤0.01%
+1,000
737
$3K ﹤0.01%
+54
738
$3K ﹤0.01%
+200
739
$3K ﹤0.01%
+135
740
$3K ﹤0.01%
+223
741
$3K ﹤0.01%
+12
742
$3K ﹤0.01%
+29
743
$3K ﹤0.01%
+148
744
$3K ﹤0.01%
+101
745
$3K ﹤0.01%
+90
746
$3K ﹤0.01%
+34
747
$3K ﹤0.01%
+29
748
$3K ﹤0.01%
+151
749
$3K ﹤0.01%
+53
750
$3K ﹤0.01%
+54
28 29
30
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