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
776
$3K ﹤0.01%
+22
777
$3K ﹤0.01%
+92
778
$3K ﹤0.01%
+164
779
$3K ﹤0.01%
+73
780
$3K ﹤0.01%
+35
781
$3K ﹤0.01%
+35
782
$3K ﹤0.01%
+3
783
$3K ﹤0.01%
+60
784
$2K ﹤0.01%
+70
785
$2K ﹤0.01%
+37
786
$2K ﹤0.01%
+52
787
$2K ﹤0.01%
+3,000
788
$2K ﹤0.01%
+25
789
$2K ﹤0.01%
+43
790
$2K ﹤0.01%
+25
791
$2K ﹤0.01%
+39
792
$2K ﹤0.01%
+53
793
$2K ﹤0.01%
+8
794
$2K ﹤0.01%
+9
795
$2K ﹤0.01%
+13
796
$2K ﹤0.01%
+144
797
$2K ﹤0.01%
+118
798
$2K ﹤0.01%
+60
799
$2K ﹤0.01%
+43
800
$2K ﹤0.01%
+1,000
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