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
951
$0 ﹤0.01%
+6,500
952
$0 ﹤0.01%
+3
953
$0 ﹤0.01%
+3
954
$0 ﹤0.01%
+6
955
$0 ﹤0.01%
+1
956
$0 ﹤0.01%
+4
957
$0 ﹤0.01%
+5
958
$0 ﹤0.01%
+21
959
$0 ﹤0.01%
+41
960
$0 ﹤0.01%
+9
961
$0 ﹤0.01%
+2
962
$0 ﹤0.01%
+10
963
– –
0
964
$0 ﹤0.01%
+4
965
$0 ﹤0.01%
+200
966
$0 ﹤0.01%
+119
967
$0 ﹤0.01%
+1
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