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
876
$1K ﹤0.01%
+40
877
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+7
878
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+5
879
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880
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+9
881
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+16
882
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+8
883
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+18
884
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+20
885
$1K ﹤0.01%
+20
886
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+21
887
$1K ﹤0.01%
+10
888
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+5
889
$1K ﹤0.01%
+25
890
$1K ﹤0.01%
+172
891
$1K ﹤0.01%
+10
892
$1K ﹤0.01%
+54
893
$1K ﹤0.01%
+6
894
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+50
895
$1K ﹤0.01%
+19
896
$1K ﹤0.01%
+27
897
$1K ﹤0.01%
+1,000
898
$1K ﹤0.01%
+45
899
$1K ﹤0.01%
+1,000
900
$0 ﹤0.01%
+2,000
34 35
36
37 38