WIA

Wetzel Investment Advisors Portfolio holdings

AUM $247M
1-Year Est. Return 18.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.97%
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
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%
+58
785
$2K ﹤0.01%
+13
786
$2K ﹤0.01%
+46
787
$2K ﹤0.01%
+500
788
$2K ﹤0.01%
+56
789
$2K ﹤0.01%
+14
790
$2K ﹤0.01%
+70
791
$2K ﹤0.01%
+37
792
$2K ﹤0.01%
+52
793
$2K ﹤0.01%
+3,000
794
$2K ﹤0.01%
+25
795
$2K ﹤0.01%
+43
796
$2K ﹤0.01%
+25
797
$2K ﹤0.01%
+39
798
$2K ﹤0.01%
+53
799
$2K ﹤0.01%
+8
800
$2K ﹤0.01%
+9
30 31
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