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
$174M
AUM Growth
+$4.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,181
New
Increased
Reduced
Closed

Top Buys

1
+$836K
2
+$145K
3
+$110K
4
IHTA
Invesco High Income 2024 Target Term Fund
IHTA
+$86K
5
GDO
Western Asset Global Corporate Defined Opportunity Fund
GDO
+$74.9K

Top Sells

1
+$4.07M
2
+$154K
3
+$137K
4
ACN icon
Accenture
ACN
+$103K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$89.2K

Sector Composition

1 Financials 10.13%
2 Healthcare 7.09%
3 Technology 5.46%
4 Energy 3.42%
5 Industrials 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$49 ﹤0.01%
1
927
$48 ﹤0.01%
31
928
$46 ﹤0.01%
3
929
$38 ﹤0.01%
1
930
$27 ﹤0.01%
+11
931
$22 ﹤0.01%
5
932
$18 ﹤0.01%
16
933
$18 ﹤0.01%
8
934
$17 ﹤0.01%
1
935
$12 ﹤0.01%
1
936
$9 ﹤0.01%
2
937
$6 ﹤0.01%
1
938
– –
0
939
$1 ﹤0.01%
1
940
– –
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941
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942
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943
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944
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945
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36 37
38
39 40