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
$174M
AUM Growth
+$4.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,181
New
Increased
Reduced
Closed

Top Buys

1
+$836K
2
+$145K
3
+$110K
4
IHTA
Invesco High Income 2024 Target Term Fund
IHTA
+$86K
5
GDO
Western Asset Global Corporate Defined Opportunity Fund
GDO
+$74.9K

Top Sells

1
+$4.07M
2
+$154K
3
+$137K
4
ACN icon
Accenture
ACN
+$103K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$89.2K

Sector Composition

1 Financials 10.13%
2 Healthcare 7.09%
3 Technology 5.46%
4 Energy 3.42%
5 Industrials 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$2.22K ﹤0.01%
4
-45
727
$2.21K ﹤0.01%
113
728
$2.2K ﹤0.01%
8
729
$2.16K ﹤0.01%
+115
730
$2.12K ﹤0.01%
+46
731
$2.1K ﹤0.01%
+190
732
$2.1K ﹤0.01%
94
733
$2.08K ﹤0.01%
14
734
$2.07K ﹤0.01%
25
735
$2.07K ﹤0.01%
164
736
$2.05K ﹤0.01%
44
737
$2.04K ﹤0.01%
35
738
$2.03K ﹤0.01%
29
-100
739
$2.01K ﹤0.01%
70
740
$2K ﹤0.01%
108
741
$1.99K ﹤0.01%
+63
742
$1.97K ﹤0.01%
18
743
$1.95K ﹤0.01%
100
744
$1.95K ﹤0.01%
+9
745
$1.95K ﹤0.01%
41
746
$1.94K ﹤0.01%
13
747
$1.93K ﹤0.01%
1,000
748
$1.92K ﹤0.01%
52
749
$1.92K ﹤0.01%
25
-114
750
$1.86K ﹤0.01%
47
28 29
30
31 32