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
826
$1.2K ﹤0.01%
21
827
$1.18K ﹤0.01%
3
828
$1.16K ﹤0.01%
5
829
$1.15K ﹤0.01%
9
830
$1.14K ﹤0.01%
64
+50
831
$1.13K ﹤0.01%
54
832
$1.13K ﹤0.01%
10
833
$1.11K ﹤0.01%
25
834
$1.1K ﹤0.01%
25
-1
835
$1.1K ﹤0.01%
7
836
$1.1K ﹤0.01%
15
837
$1.09K ﹤0.01%
42
838
$1.09K ﹤0.01%
19
839
$1.06K ﹤0.01%
45
840
$1.05K ﹤0.01%
29
841
$1.04K ﹤0.01%
4
842
$1.03K ﹤0.01%
50
-460
843
$1.02K ﹤0.01%
18
844
$1.02K ﹤0.01%
7
845
$1K ﹤0.01%
20
-195
846
$1K ﹤0.01%
54
847
$985 ﹤0.01%
70
-700
848
$957 ﹤0.01%
14
849
$916 ﹤0.01%
20
850
$906 ﹤0.01%
63
32 33
34
35 36