WIA

Wetzel Investment Advisors Portfolio holdings

AUM $247M
1-Year Est. Return 18.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.97%
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
826
$2K ﹤0.01%
+26
827
$2K ﹤0.01%
+107
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%
+5
835
$1K ﹤0.01%
+37
836
$1K ﹤0.01%
+100
837
$1K ﹤0.01%
+395
838
$1K ﹤0.01%
+2
839
$1K ﹤0.01%
+200
840
$1K ﹤0.01%
+11
841
$1K ﹤0.01%
+4
842
$1K ﹤0.01%
+15
843
$1K ﹤0.01%
+14
844
$1K ﹤0.01%
+43
845
$1K ﹤0.01%
+22
846
$1K ﹤0.01%
+29
847
$1K ﹤0.01%
+7
848
$1K ﹤0.01%
+6
849
$1K ﹤0.01%
+4
850
$1K ﹤0.01%
+12
32 33
34
35 36