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
801
$1.08K ﹤0.01%
200
802
$1.08K ﹤0.01%
25
803
$1.06K ﹤0.01%
38
804
$1.05K ﹤0.01%
70
805
$1.04K ﹤0.01%
130
806
$1.04K ﹤0.01%
29
807
$1.04K ﹤0.01%
54
808
$1.03K ﹤0.01%
9
-50
809
$1.03K ﹤0.01%
13
-77
810
$1.02K ﹤0.01%
4
-59
811
$1.01K ﹤0.01%
14
812
$1.01K ﹤0.01%
4
-124
813
$996 ﹤0.01%
63
814
$983 ﹤0.01%
20
815
$958 ﹤0.01%
90
816
$941 ﹤0.01%
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$922 ﹤0.01%
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818
$912 ﹤0.01%
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819
$891 ﹤0.01%
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820
$888 ﹤0.01%
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821
$868 ﹤0.01%
11
-201
822
$863 ﹤0.01%
4
823
$859 ﹤0.01%
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824
$845 ﹤0.01%
14
825
$841 ﹤0.01%
+9
31 32
33
34 35