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
851
$587 ﹤0.01%
10
852
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5
853
$579 ﹤0.01%
22
854
$578 ﹤0.01%
22
855
$568 ﹤0.01%
8
856
$564 ﹤0.01%
200
857
$560 ﹤0.01%
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858
$559 ﹤0.01%
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859
$552 ﹤0.01%
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$551 ﹤0.01%
4
-80
861
$548 ﹤0.01%
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$542 ﹤0.01%
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$531 ﹤0.01%
4
864
$530 ﹤0.01%
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$523 ﹤0.01%
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-330
866
$522 ﹤0.01%
+8
867
$522 ﹤0.01%
200
868
$518 ﹤0.01%
4
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$512 ﹤0.01%
+200
870
$480 ﹤0.01%
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$480 ﹤0.01%
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872
$478 ﹤0.01%
+4
873
$471 ﹤0.01%
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-250
874
$470 ﹤0.01%
2
875
$465 ﹤0.01%
9
33 34
35
36 37