WIA
Wetzel Investment Advisors Portfolio holdings
AUM
$219M
1-Year Return
14.04%
This Quarter Return
+0.85%
1 Year Return
+14.04%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$174M
AUM Growth
+$4.63M
(+2.7%)
Cap. Flow
-$7.86M
Cap. Flow
% of AUM
-4.5%
Top 10 Holdings %
Top 10 Hldgs %
39.7%
Holding
1,181
New
63
Increased
61
Reduced
185
Closed
186
Top Buys
Top Sells
| 1 |
NVIDIA
NVDA
|
+$4.07M |
| 2 |
CME Group
CME
|
+$154K |
| 3 |
Mastercard
MA
|
+$137K |
| 4 |
Accenture
ACN
|
+$103K |
| 5 |
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% |
