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
826
$2K ﹤0.01%
+56
827
$2K ﹤0.01%
+14
828
$2K ﹤0.01%
+44
829
$2K ﹤0.01%
+8
830
$2K ﹤0.01%
+49
831
$2K ﹤0.01%
+47
832
$2K ﹤0.01%
+108
833
$2K ﹤0.01%
+45
834
$1K ﹤0.01%
+200
835
$1K ﹤0.01%
+5
836
$1K ﹤0.01%
+37
837
$1K ﹤0.01%
+100
838
$1K ﹤0.01%
+395
839
$1K ﹤0.01%
+2
840
$1K ﹤0.01%
+200
841
$1K ﹤0.01%
+11
842
$1K ﹤0.01%
+4
843
$1K ﹤0.01%
+15
844
$1K ﹤0.01%
+14
845
$1K ﹤0.01%
+43
846
$1K ﹤0.01%
+22
847
$1K ﹤0.01%
+29
848
$1K ﹤0.01%
+7
849
$1K ﹤0.01%
+6
850
$1K ﹤0.01%
+4
32 33
34
35 36