WIA

Wetzel Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 18.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.78%
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
801
$2K ﹤0.01%
+20
802
$2K ﹤0.01%
+9
803
$2K ﹤0.01%
+81
804
$2K ﹤0.01%
+52
805
$2K ﹤0.01%
+28
806
$2K ﹤0.01%
+202
807
$2K ﹤0.01%
+58
808
$2K ﹤0.01%
+94
809
$2K ﹤0.01%
+50
810
$2K ﹤0.01%
+113
811
$2K ﹤0.01%
+100
812
$2K ﹤0.01%
+1,812
813
$2K ﹤0.01%
+22
814
$2K ﹤0.01%
+27
815
$2K ﹤0.01%
+5
816
$2K ﹤0.01%
+35
817
$2K ﹤0.01%
+14
818
$2K ﹤0.01%
+18
819
$2K ﹤0.01%
+26
820
$2K ﹤0.01%
+107
821
$2K ﹤0.01%
+58
822
$2K ﹤0.01%
+13
823
$2K ﹤0.01%
+46
824
$2K ﹤0.01%
+500
825
$2K ﹤0.01%
+56
31 32
33
34 35