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
851
$901 ﹤0.01%
16
852
$898 ﹤0.01%
130
853
$880 ﹤0.01%
50
854
$842 ﹤0.01%
90
855
$822 ﹤0.01%
+42
856
$811 ﹤0.01%
37
857
$801 ﹤0.01%
5
858
$798 ﹤0.01%
43
859
$782 ﹤0.01%
40
860
$768 ﹤0.01%
5
861
$762 ﹤0.01%
4
862
$761 ﹤0.01%
200
863
$721 ﹤0.01%
5
-1
864
$717 ﹤0.01%
2
865
$670 ﹤0.01%
20
866
$655 ﹤0.01%
14
867
$650 ﹤0.01%
2
868
$629 ﹤0.01%
19
869
$599 ﹤0.01%
22
870
$594 ﹤0.01%
2
871
$589 ﹤0.01%
10
872
$588 ﹤0.01%
5
873
$583 ﹤0.01%
22
874
$569 ﹤0.01%
10
-55
875
$562 ﹤0.01%
200
33 34
35
36 37