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
$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
726
$2.95K ﹤0.01%
100
727
$2.94K ﹤0.01%
151
728
$2.92K ﹤0.01%
223
729
$2.91K ﹤0.01%
140
730
$2.89K ﹤0.01%
32
731
$2.89K ﹤0.01%
200
732
$2.86K ﹤0.01%
8
733
$2.86K ﹤0.01%
37
734
$2.85K ﹤0.01%
50
735
$2.85K ﹤0.01%
25
736
$2.84K ﹤0.01%
27
737
$2.8K ﹤0.01%
100
738
$2.73K ﹤0.01%
25
739
$2.71K ﹤0.01%
12
740
$2.67K ﹤0.01%
165
741
$2.64K ﹤0.01%
43
742
$2.64K ﹤0.01%
202
743
$2.63K ﹤0.01%
43
744
$2.63K ﹤0.01%
39
745
$2.62K ﹤0.01%
58
746
$2.61K ﹤0.01%
100
747
$2.61K ﹤0.01%
42
748
$2.6K ﹤0.01%
29
749
$2.6K ﹤0.01%
8
750
$2.59K ﹤0.01%
34
28 29
30
31 32