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
$199M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
944
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$7.91M
3
+$6.45M
4
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$5.56M
5
VT icon
Vanguard Total World Stock ETF
VT
+$4.11M

Top Sells

1
+$14.3M
2
+$3.67M
3
+$1.46M
4
QGRO icon
American Century US Quality Growth ETF
QGRO
+$1.14M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$484K

Sector Composition

1 Financials 8.73%
2 Healthcare 5.96%
3 Technology 4.94%
4 Energy 1.76%
5 Industrials 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$413K 0.21%
14,030
+627
77
$408K 0.21%
1,299
+1,015
78
$390K 0.2%
5,393
+143
79
$384K 0.19%
657
+155
80
$376K 0.19%
2,211
81
$372K 0.19%
8,907
-53
82
$368K 0.19%
6,190
83
$357K 0.18%
1,581
+72
84
$354K 0.18%
3,000
85
$351K 0.18%
3,370
+369
86
$344K 0.17%
1,155
+51
87
$343K 0.17%
6,442
-1,084
88
$337K 0.17%
8,825
-36
89
$334K 0.17%
1,608
+210
90
$312K 0.16%
3,444
+293
91
$310K 0.16%
10,697
-1,410
92
$307K 0.15%
1,909
+270
93
$307K 0.15%
2,740
94
$298K 0.15%
2,024
+1
95
$295K 0.15%
4,157
+215
96
$292K 0.15%
3,328
-2,141
97
$290K 0.15%
3,714
+414
98
$287K 0.14%
1,045
-73
99
$277K 0.14%
1,383
+81
100
$273K 0.14%
+6,548
2 3
4
5 6