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WIA

Wetzel Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 18.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.78%
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%
+3
927
$0 ﹤0.01%
+5
928
$0 ﹤0.01%
+8
929
$0 ﹤0.01%
+10
930
– –
0
931
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+1
932
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933
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+13
934
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+3
935
$0 ﹤0.01%
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936
$0 ﹤0.01%
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937
$0 ﹤0.01%
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938
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939
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940
$0 ﹤0.01%
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941
$0 ﹤0.01%
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942
$0 ﹤0.01%
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943
$0 ﹤0.01%
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944
$0 ﹤0.01%
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945
$0 ﹤0.01%
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946
$0 ﹤0.01%
+9
947
$0 ﹤0.01%
+10
948
$0 ﹤0.01%
+3
949
$0 ﹤0.01%
+2
950
$0 ﹤0.01%
+5
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