WIA

Wetzel Investment Advisors Portfolio holdings

AUM $219M
1-Year Est. Return 14.04%
This Quarter Est. Return
1 Year Est. Return
+14.04%
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
751
$2.59K ﹤0.01%
54
752
$2.55K ﹤0.01%
6
753
$2.53K ﹤0.01%
33
754
$2.52K ﹤0.01%
30
755
$2.52K ﹤0.01%
35
756
$2.52K ﹤0.01%
2,000
+1,000
757
$2.5K ﹤0.01%
11
758
$2.45K ﹤0.01%
35
-74
759
$2.44K ﹤0.01%
148
760
$2.43K ﹤0.01%
118
761
$2.4K ﹤0.01%
54
762
$2.33K ﹤0.01%
13
763
$2.33K ﹤0.01%
60
764
$2.32K ﹤0.01%
12
765
$2.28K ﹤0.01%
11
766
$2.27K ﹤0.01%
69
767
$2.26K ﹤0.01%
50
768
$2.18K ﹤0.01%
79
769
$2.17K ﹤0.01%
60
770
$2.13K ﹤0.01%
20
771
$2.13K ﹤0.01%
29
772
$2.13K ﹤0.01%
58
773
$2.12K ﹤0.01%
28
774
$2.12K ﹤0.01%
27
775
$2.1K ﹤0.01%
8
29 30
31
32 33