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
$170M
AUM Growth
+$7.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,204
New
Increased
Reduced
Closed

Top Buys

1
+$389K
2
+$275K
3
+$271K
4
XOM icon
Exxon Mobil
XOM
+$206K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$198K

Top Sells

1
+$195K
2
+$170K
3
+$166K
4
JPM icon
JPMorgan Chase
JPM
+$143K
5
RJF icon
Raymond James Financial
RJF
+$122K

Sector Composition

1 Financials 10.01%
2 Healthcare 7.15%
3 Technology 5.82%
4 Energy 3.43%
5 Industrials 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$363K 0.21%
2,306
+494
77
$357K 0.21%
2,211
78
$355K 0.21%
8,960
+222
79
$325K 0.19%
3,190
-300
80
$323K 0.19%
655
+18
81
$323K 0.19%
1,574
-5
82
$322K 0.19%
5,473
-13
83
$318K 0.19%
12,527
+1,821
84
$314K 0.19%
6,190
-1,300
85
$313K 0.18%
8,861
-17
86
$306K 0.18%
1,126
+13
87
$298K 0.18%
8,505
+1,068
88
$297K 0.17%
1,509
-215
89
$291K 0.17%
3,000
-157
90
$287K 0.17%
7,208
-286
91
$278K 0.16%
2,740
92
$272K 0.16%
3,115
+2,000
93
$271K 0.16%
3,425
-2
94
$258K 0.15%
1,970
-12
95
$257K 0.15%
1,104
+45
96
$257K 0.15%
4,991
+651
97
$249K 0.15%
3,278
+354
98
$249K 0.15%
1,133
+28
99
$247K 0.15%
3,942
+108
100
$243K 0.14%
463
2 3
4
5 6