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
826
$837 ﹤0.01%
37
827
$825 ﹤0.01%
5
828
$793 ﹤0.01%
10
-112
829
$787 ﹤0.01%
2
830
$787 ﹤0.01%
+13
831
$744 ﹤0.01%
17
-188
832
$742 ﹤0.01%
29
-568
833
$735 ﹤0.01%
20
834
$728 ﹤0.01%
5
835
$706 ﹤0.01%
9
-101
836
$694 ﹤0.01%
+11
837
$693 ﹤0.01%
2
838
$680 ﹤0.01%
+36
839
$667 ﹤0.01%
2
840
$654 ﹤0.01%
5
841
$642 ﹤0.01%
22
842
$637 ﹤0.01%
10
843
$629 ﹤0.01%
22
-424
844
$627 ﹤0.01%
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845
$624 ﹤0.01%
5
846
$623 ﹤0.01%
13
847
$608 ﹤0.01%
5
-102
848
$603 ﹤0.01%
1,000
-2,000
849
$588 ﹤0.01%
27
-326
850
$587 ﹤0.01%
26
32 33
34
35 36