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
$163M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,109
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$8.42M
3
+$7.12M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.79M
5
LLY icon
Eli Lilly
LLY
+$5.6M

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
926
$0 ﹤0.01%
+2,000
927
$0 ﹤0.01%
+600
928
$0 ﹤0.01%
+50
929
$0 ﹤0.01%
+6,500
930
$0 ﹤0.01%
+3
931
$0 ﹤0.01%
+4
932
$0 ﹤0.01%
+6
933
$0 ﹤0.01%
+3
934
$0 ﹤0.01%
+5
935
$0 ﹤0.01%
+8
936
$0 ﹤0.01%
+10
937
– –
0
938
$0 ﹤0.01%
+1
939
$0 ﹤0.01%
+5
940
$0 ﹤0.01%
+13
941
$0 ﹤0.01%
+3
942
$0 ﹤0.01%
+1
943
$0 ﹤0.01%
+7
944
$0 ﹤0.01%
+7
945
$0 ﹤0.01%
+9
946
$0 ﹤0.01%
+3
947
$0 ﹤0.01%
+5
948
$0 ﹤0.01%
+17
949
$0 ﹤0.01%
+5
950
$0 ﹤0.01%
+14
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