WIA

Wetzel Investment Advisors Portfolio holdings

AUM $247M
1-Year Est. Return 18.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.97%
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
+$379K
2
+$270K
3
+$263K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$198K
5
XOM icon
Exxon Mobil
XOM
+$182K

Top Sells

1
+$189K
2
+$171K
3
+$159K
4
JPM icon
JPMorgan Chase
JPM
+$142K
5
TSLA icon
Tesla
TSLA
+$120K

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%
27
-375
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