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
801
$1.68K ﹤0.01%
13
802
$1.67K ﹤0.01%
44
803
$1.65K ﹤0.01%
13
804
$1.65K ﹤0.01%
43
805
$1.64K ﹤0.01%
9
806
$1.64K ﹤0.01%
52
807
$1.61K ﹤0.01%
53
808
$1.6K ﹤0.01%
+12
809
$1.59K ﹤0.01%
47
810
$1.59K ﹤0.01%
81
811
$1.59K ﹤0.01%
144
812
$1.57K ﹤0.01%
9
813
$1.53K ﹤0.01%
11
814
$1.51K ﹤0.01%
+3
815
$1.49K ﹤0.01%
49
816
$1.48K ﹤0.01%
45
817
$1.42K ﹤0.01%
172
818
$1.41K ﹤0.01%
107
819
$1.38K ﹤0.01%
22
820
$1.37K ﹤0.01%
5
821
$1.34K ﹤0.01%
500
822
$1.32K ﹤0.01%
1,000
823
$1.28K ﹤0.01%
30
824
$1.23K ﹤0.01%
5
825
$1.22K ﹤0.01%
12
31 32
33
34 35