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
$201M
AUM Growth
+$2.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$872K
2
+$815K
3
+$615K
4
QDPL icon
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
+$584K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$418K

Top Sells

1
+$743K
2
+$256K
3
+$241K
4
ABBV icon
AbbVie
ABBV
+$224K
5
VKTX icon
Viking Therapeutics
VKTX
+$222K

Sector Composition

1 Financials 9.66%
2 Technology 5.26%
3 Healthcare 4.69%
4 Energy 1.63%
5 Industrials 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$418K 0.21%
1,299
77
$416K 0.21%
5,690
-500
78
$393K 0.2%
2,856
+34
79
$362K 0.18%
1,559
-22
80
$355K 0.18%
3,668
-553
81
$349K 0.17%
689
+32
82
$346K 0.17%
5,852
-590
83
$343K 0.17%
8,225
+1,677
84
$338K 0.17%
8,641
-184
85
$336K 0.17%
1,667
+59
86
$334K 0.17%
8,911
+4
87
$334K 0.17%
1,153
-2
88
$331K 0.16%
4,257
+100
89
$330K 0.16%
1,045
90
$330K 0.16%
3,000
91
$328K 0.16%
5,275
-118
92
$318K 0.16%
2,069
-142
93
$317K 0.16%
1,415
+32
94
$305K 0.15%
1,633
-2
95
$294K 0.15%
4,323
+361
96
$291K 0.14%
3,675
-39
97
$289K 0.14%
3,331
-39
98
$289K 0.14%
1,405
99
$287K 0.14%
3,346
+18
100
$285K 0.14%
2,740
2 3
4
5 6