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
901
$0 ﹤0.01%
+3
902
$0 ﹤0.01%
+6
903
$0 ﹤0.01%
+1
904
$0 ﹤0.01%
+4
905
$0 ﹤0.01%
+5
906
$0 ﹤0.01%
+21
907
$0 ﹤0.01%
+41
908
$0 ﹤0.01%
+9
909
$0 ﹤0.01%
+2
910
$0 ﹤0.01%
+10
911
– –
0
912
$0 ﹤0.01%
+4
913
$0 ﹤0.01%
+200
914
$0 ﹤0.01%
+119
915
$0 ﹤0.01%
+1
916
$0 ﹤0.01%
+4
917
$0 ﹤0.01%
+6
918
$0 ﹤0.01%
+3
919
$0 ﹤0.01%
+5
920
$0 ﹤0.01%
+8
921
$0 ﹤0.01%
+10
922
– –
0
923
$0 ﹤0.01%
+1
924
$0 ﹤0.01%
+5
925
$0 ﹤0.01%
+13
35 36
37
38 39