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
876
$448 ﹤0.01%
6
877
$447 ﹤0.01%
2
-51
878
$443 ﹤0.01%
5
879
$439 ﹤0.01%
2
880
$439 ﹤0.01%
6
881
$437 ﹤0.01%
6
882
$435 ﹤0.01%
22
883
$419 ﹤0.01%
4
-55
884
$409 ﹤0.01%
4
885
$396 ﹤0.01%
2
-100
886
$388 ﹤0.01%
5
887
$361 ﹤0.01%
3
888
$356 ﹤0.01%
17
889
$322 ﹤0.01%
5
890
$322 ﹤0.01%
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891
$320 ﹤0.01%
+9
892
$320 ﹤0.01%
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893
$319 ﹤0.01%
8
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$298 ﹤0.01%
5
895
$290 ﹤0.01%
2
-46
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$285 ﹤0.01%
10
897
$283 ﹤0.01%
3
898
$264 ﹤0.01%
+19
899
$255 ﹤0.01%
+7
900
$239 ﹤0.01%
5
34 35
36
37 38