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
76
$339K 0.21%
+7,490
77
$335K 0.21%
+637
78
$334K 0.21%
+1,345
79
$332K 0.2%
+1,724
80
$323K 0.2%
+5,486
81
$320K 0.2%
+2,211
82
$308K 0.19%
+10,706
83
$307K 0.19%
+8,878
84
$290K 0.18%
+1,059
85
$290K 0.18%
+1,113
86
$284K 0.17%
+2,740
87
$283K 0.17%
+1,579
88
$282K 0.17%
+5,427
89
$282K 0.17%
+3,427
90
$282K 0.17%
+7,494
91
$273K 0.17%
+772
92
$270K 0.17%
+1,812
93
$262K 0.16%
+3,317
94
$255K 0.16%
+1,982
95
$254K 0.16%
+3,157
96
$254K 0.16%
+1,105
97
$250K 0.15%
+5,040
98
$247K 0.15%
+1,506
99
$239K 0.15%
+4,700
100
$229K 0.14%
+2,924
2 3
4
5 6