We are live on ! Find out more
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
$174M
AUM Growth
+$4.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,181
New
Increased
Reduced
Closed

Top Buys

1
+$824K
2
+$143K
3
+$108K
4
IHTA
Invesco High Income 2024 Target Term Fund
IHTA
+$86.3K
5
ARKK icon
ARK Innovation ETF
ARKK
+$75.2K

Top Sells

1
+$455K
2
+$148K
3
+$129K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$97.1K
5
ACN icon
Accenture
ACN
+$90.7K

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
951
– –
-102
952
– –
-128
953
– –
-94
954
– –
-59
955
– –
-152
956
– –
-161
957
– –
-6,500
958
– –
-33
959
– –
-1,000
960
– –
-153
961
– –
-110
962
– –
-24
963
– –
-138
964
– –
-44
965
– –
-247
966
– –
-244
967
– –
-3
968
– –
-63
969
– –
-52
970
– –
-59
971
– –
-276
972
– –
-70
973
– –
-57
974
– –
-408
975
– –
-54
37 38
39
40 41