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
876
$540 ﹤0.01%
5
877
$523 ﹤0.01%
29
-89
878
$520 ﹤0.01%
26
879
$517 ﹤0.01%
7
880
$511 ﹤0.01%
6
881
$507 ﹤0.01%
100
882
$504 ﹤0.01%
4
883
$503 ﹤0.01%
4
884
$501 ﹤0.01%
6
-245
885
$497 ﹤0.01%
13
886
$492 ﹤0.01%
400
887
$482 ﹤0.01%
200
888
$462 ﹤0.01%
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889
$459 ﹤0.01%
8
890
$446 ﹤0.01%
2
-21
891
$444 ﹤0.01%
5
892
$422 ﹤0.01%
6
893
$416 ﹤0.01%
2
-2
894
$413 ﹤0.01%
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895
$408 ﹤0.01%
6
896
$390 ﹤0.01%
22
897
$384 ﹤0.01%
4
898
$370 ﹤0.01%
5
899
$368 ﹤0.01%
6
-250
900
$328 ﹤0.01%
3
34 35
36
37 38