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
751
$1.81K ﹤0.01%
9
752
$1.81K ﹤0.01%
25
753
$1.8K ﹤0.01%
26
754
$1.76K ﹤0.01%
81
755
$1.76K ﹤0.01%
9
756
$1.74K ﹤0.01%
9
757
$1.73K ﹤0.01%
52
758
$1.72K ﹤0.01%
144
759
$1.72K ﹤0.01%
13
760
$1.72K ﹤0.01%
43
761
$1.71K ﹤0.01%
13
762
$1.7K ﹤0.01%
76
-451
763
$1.7K ﹤0.01%
+39
764
$1.63K ﹤0.01%
11
765
$1.63K ﹤0.01%
49
766
$1.62K ﹤0.01%
22
767
$1.61K ﹤0.01%
45
768
$1.57K ﹤0.01%
53
769
$1.55K ﹤0.01%
36
-181
770
$1.53K ﹤0.01%
172
771
$1.51K ﹤0.01%
5
-55
772
$1.49K ﹤0.01%
107
773
$1.46K ﹤0.01%
5
774
$1.46K ﹤0.01%
500
775
$1.45K ﹤0.01%
+146
29 30
31
32 33