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
101
$236K 0.14%
1,547
+41
102
$233K 0.14%
3,600
+1,600
103
$224K 0.13%
1,462
+144
104
$223K 0.13%
3,220
-97
105
$223K 0.13%
1,302
+76
106
$216K 0.13%
1,473
-22
107
$216K 0.13%
5,584
-456
108
$213K 0.13%
5,100
109
$213K 0.13%
4,700
110
$210K 0.12%
3,300
+537
111
$209K 0.12%
2,251
+10
112
$208K 0.12%
504
-6
113
$203K 0.12%
5,663
-125
114
$199K 0.12%
1,648
+35
115
$195K 0.11%
8,828
116
$192K 0.11%
2,214
+41
117
$191K 0.11%
1,213
-33
118
$190K 0.11%
6,948
+1,000
119
$190K 0.11%
835
+34
120
$180K 0.11%
1,500
121
$179K 0.11%
1,090
122
$178K 0.1%
2,210
+28
123
$176K 0.1%
3,118
-200
124
$173K 0.1%
3,080
125
$171K 0.1%
859
+74
3 4
5
6 7