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
801
$2K ﹤0.01%
+42
802
$2K ﹤0.01%
+20
803
$2K ﹤0.01%
+9
804
$2K ﹤0.01%
+81
805
$2K ﹤0.01%
+52
806
$2K ﹤0.01%
+28
807
$2K ﹤0.01%
+202
808
$2K ﹤0.01%
+58
809
$2K ﹤0.01%
+94
810
$2K ﹤0.01%
+50
811
$2K ﹤0.01%
+113
812
$2K ﹤0.01%
+100
813
$2K ﹤0.01%
+1,812
814
$2K ﹤0.01%
+22
815
$2K ﹤0.01%
+27
816
$2K ﹤0.01%
+5
817
$2K ﹤0.01%
+35
818
$2K ﹤0.01%
+14
819
$2K ﹤0.01%
+18
820
$2K ﹤0.01%
+26
821
$2K ﹤0.01%
+107
822
$2K ﹤0.01%
+58
823
$2K ﹤0.01%
+13
824
$2K ﹤0.01%
+46
825
$2K ﹤0.01%
+500
31 32
33
34 35