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
101
$229K 0.14%
+3,834
102
$225K 0.14%
+510
103
$221K 0.14%
+5,100
104
$219K 0.13%
+1,226
105
$218K 0.13%
+463
106
$218K 0.13%
+6,040
107
$210K 0.13%
+2,241
108
$199K 0.12%
+1,495
109
$197K 0.12%
+4,340
110
$195K 0.12%
+5,788
111
$195K 0.12%
+1,500
112
$195K 0.12%
+8,828
113
$193K 0.12%
+3,677
114
$185K 0.11%
+801
115
$184K 0.11%
+1,613
116
$183K 0.11%
+1,246
117
$182K 0.11%
+3,318
118
$182K 0.11%
+3,300
119
$180K 0.11%
+7,132
120
$179K 0.11%
+2,326
121
$177K 0.11%
+2,401
122
$175K 0.11%
+1,318
123
$173K 0.11%
+2,173
124
$171K 0.11%
+3,080
125
$169K 0.1%
+1,090
3 4
5
6 7