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
751
$3K ﹤0.01%
+87
752
$3K ﹤0.01%
+100
753
$3K ﹤0.01%
+79
754
$3K ﹤0.01%
+140
755
$3K ﹤0.01%
+69
756
$3K ﹤0.01%
+115
757
$3K ﹤0.01%
+18
758
$3K ﹤0.01%
+118
759
$3K ﹤0.01%
+42
760
$3K ﹤0.01%
+148
761
$3K ﹤0.01%
+34
762
$3K ﹤0.01%
+274
763
$3K ﹤0.01%
+54
764
$3K ﹤0.01%
+1,000
765
$3K ﹤0.01%
+100
766
$3K ﹤0.01%
+43
767
$3K ﹤0.01%
+12
768
$3K ﹤0.01%
+71
769
$3K ﹤0.01%
+11
770
$3K ﹤0.01%
+14
771
$3K ﹤0.01%
+100
772
$3K ﹤0.01%
+27
773
$3K ﹤0.01%
+230
774
$3K ﹤0.01%
+6
775
$3K ﹤0.01%
+44
29 30
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