WIA
Wetzel Investment Advisors Portfolio holdings
AUM
$219M
1-Year Return
14.04%
This Quarter Return
+9.96%
1 Year Return
+14.04%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$163M
AUM Growth
–
Cap. Flow
+$163M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
38.55%
Holding
1,109
New
1,083
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$14.3M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$8.99M |
| 3 |
JPMorgan Chase
JPM
|
$8M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$6.21M |
| 5 |
Eli Lilly
LLY
|
$5.59M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 9.89% |
| 2 | Healthcare | 6.43% |
| 3 | Technology | 6.13% |
| 4 | Industrials | 2.79% |
| 5 | Energy | 2.74% |
