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
901
$325 ﹤0.01%
5
-72
902
$309 ﹤0.01%
17
903
$302 ﹤0.01%
5
904
$298 ﹤0.01%
8
905
$291 ﹤0.01%
18
-250
906
$281 ﹤0.01%
12
907
$271 ﹤0.01%
3
908
$263 ﹤0.01%
5
909
$221 ﹤0.01%
6
910
$218 ﹤0.01%
5
911
$216 ﹤0.01%
10
912
$198 ﹤0.01%
2
913
$166 ﹤0.01%
5
914
$134 ﹤0.01%
5
915
$134 ﹤0.01%
+3
916
$130 ﹤0.01%
+1
917
$120 ﹤0.01%
13
918
$120 ﹤0.01%
7
919
$118 ﹤0.01%
2
920
$111 ﹤0.01%
5
921
– –
-10
922
$97 ﹤0.01%
3
923
$83 ﹤0.01%
4
924
$83 ﹤0.01%
211
925
$79 ﹤0.01%
2
35 36
37
38 39