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
976
– –
-108
977
– –
-124
978
– –
-110
979
– –
-507
980
– –
-165
981
– –
-225
982
– –
-154
983
– –
-600
984
– –
-3
985
– –
-45
986
– –
-618
987
– –
-60
988
– –
-119
989
– –
-151
990
– –
-27
991
– –
-205
992
– –
-95
993
– –
-29
994
– –
-109
995
– –
-43
996
– –
-94
997
– –
-160
998
– –
-134
999
– –
-94
1000
– –
-114
37 38 39
40
41