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WIA

Wetzel Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 18.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.78%
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
+$13.7M
2
+$8.42M
3
+$7.12M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.79M
5
LLY icon
Eli Lilly
LLY
+$5.6M

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%
+101
752
$3K ﹤0.01%
+90
753
$3K ﹤0.01%
+34
754
$3K ﹤0.01%
+29
755
$3K ﹤0.01%
+151
756
$3K ﹤0.01%
+53
757
$3K ﹤0.01%
+54
758
$3K ﹤0.01%
+87
759
$3K ﹤0.01%
+100
760
$3K ﹤0.01%
+69
761
$3K ﹤0.01%
+115
762
$3K ﹤0.01%
+18
763
$3K ﹤0.01%
+118
764
$3K ﹤0.01%
+42
765
$3K ﹤0.01%
+148
766
$3K ﹤0.01%
+34
767
$3K ﹤0.01%
+1,000
768
$3K ﹤0.01%
+43
769
$3K ﹤0.01%
+12
770
$3K ﹤0.01%
+71
771
$3K ﹤0.01%
+11
772
$3K ﹤0.01%
+14
773
$3K ﹤0.01%
+100
774
$3K ﹤0.01%
+27
775
$3K ﹤0.01%
+6
29 30
31
32 33