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
851
$1K ﹤0.01%
+12
852
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+9
853
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+22
854
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+2
855
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+38
856
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+90
857
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+14
858
$1K ﹤0.01%
+3
859
$1K ﹤0.01%
+2
860
$1K ﹤0.01%
+26
861
$1K ﹤0.01%
+30
862
$1K ﹤0.01%
+54
863
$1K ﹤0.01%
+63
864
$1K ﹤0.01%
+4
865
$1K ﹤0.01%
+7
866
$1K ﹤0.01%
+48
867
$1K ﹤0.01%
+5
868
$1K ﹤0.01%
+29
869
$1K ﹤0.01%
+22
870
$1K ﹤0.01%
+5
871
$1K ﹤0.01%
+130
872
$1K ﹤0.01%
+4
873
$1K ﹤0.01%
+400
874
$1K ﹤0.01%
+5
875
$1K ﹤0.01%
+26
33 34
35
36 37