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
776
$1.44K ﹤0.01%
15
-236
777
$1.4K ﹤0.01%
30
778
$1.36K ﹤0.01%
10
-39
779
$1.32K ﹤0.01%
12
780
$1.31K ﹤0.01%
10
-55
781
$1.3K ﹤0.01%
5
782
$1.3K ﹤0.01%
5
783
$1.27K ﹤0.01%
21
784
$1.25K ﹤0.01%
3
785
$1.23K ﹤0.01%
3
-37
786
$1.21K ﹤0.01%
9
787
$1.2K ﹤0.01%
7
788
$1.2K ﹤0.01%
4
789
$1.2K ﹤0.01%
64
790
$1.18K ﹤0.01%
45
791
$1.17K ﹤0.01%
54
792
$1.17K ﹤0.01%
10
793
$1.14K ﹤0.01%
25
794
$1.13K ﹤0.01%
50
795
$1.13K ﹤0.01%
15
796
$1.11K ﹤0.01%
18
797
$1.1K ﹤0.01%
42
798
$1.09K ﹤0.01%
20
799
$1.09K ﹤0.01%
7
800
$1.08K ﹤0.01%
50
30 31
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33 34