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

Top Buys

1 +$14.3M
2 +$8.99M
3 +$8M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.21M
5
LLY icon
Eli Lilly
LLY
+$5.59M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.89%
2 Healthcare 6.43%
3 Technology 6.13%
4 Industrials 2.79%
5 Energy 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
951
$0 ﹤0.01%
+1
952
$0 ﹤0.01%
+5
953
$0 ﹤0.01%
+4
954
$0 ﹤0.01%
+1
955
$0 ﹤0.01%
+22
956
$0 ﹤0.01%
+1
957
$0 ﹤0.01%
+8
958
$0 ﹤0.01%
+211
959
$0 ﹤0.01%
+37
960
$0 ﹤0.01%
+28
961
$0 ﹤0.01%
+1
962
$0 ﹤0.01%
+10
963
$0 ﹤0.01%
+2,000
964
$0 ﹤0.01%
+600
965
$0 ﹤0.01%
+50
966
$0 ﹤0.01%
+6,500
967
$0 ﹤0.01%
+3