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
776
$2.1K ﹤0.01%
35
777
$2.07K ﹤0.01%
113
778
$2.04K ﹤0.01%
200
779
$2.01K ﹤0.01%
46
780
$1.98K ﹤0.01%
164
781
$1.98K ﹤0.01%
19
-54
782
$1.98K ﹤0.01%
56
783
$1.97K ﹤0.01%
108
784
$1.93K ﹤0.01%
52
785
$1.92K ﹤0.01%
41
-586
786
$1.91K ﹤0.01%
25
-9
787
$1.91K ﹤0.01%
14
788
$1.9K ﹤0.01%
+100
789
$1.9K ﹤0.01%
35
790
$1.89K ﹤0.01%
70
791
$1.89K ﹤0.01%
3,000
+2,000
792
$1.86K ﹤0.01%
18
793
$1.85K ﹤0.01%
100
794
$1.84K ﹤0.01%
13
-37
795
$1.84K ﹤0.01%
94
796
$1.77K ﹤0.01%
26
797
$1.74K ﹤0.01%
1,000
798
$1.74K ﹤0.01%
45
-44
799
$1.72K ﹤0.01%
25
800
$1.72K ﹤0.01%
9
30 31
32
33 34