WIA
Wetzel Investment Advisors Portfolio holdings
AUM
$247M
1-Year Est. Return
18.97%
This Fund
S&P 500
1 Year Est. Return
+18.97%
AUM
$247M
AUM Growth
+$12.6M
(+5.4%)
Holding
137
Top Buys
| 1 | +$1.19M | |
| 2 | +$1.12M | |
| 3 | +$858K | |
| 4 |
Vanguard Value ETF
VTV
|
+$524K |
| 5 |
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
|
+$432K |
Top Sells
| 1 | +$800K | |
| 2 | +$319K | |
| 3 | +$313K | |
| 4 |
Oracle
ORCL
|
+$244K |
| 5 |
AutoZone
AZO
|
+$219K |
Sector Composition
| 1 | Financials | 9.19% |
| 2 | Healthcare | 5.81% |
| 3 | Technology | 4.56% |
| 4 | Energy | 1.43% |
| 5 | Industrials | 1.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Coca-Cola
KO
$333B
| $230K | 0.09% |
3,285
-158
|
|
||
127
AbbVie
ABBV
$412B
| $226K | 0.09% |
988
-46
|
|
||
128
State Street Technology Select Sector SPDR ETF
XLK
$88.9B
| $222K | 0.09% |
+1,544
|
|
||
129
Vanguard Mid-Cap Value ETF
VOE
$21.7B
| $213K | 0.09% |
+1,203
|
|
||
130
S&P Global
SPGI
$134B
| $208K | 0.08% |
+398
|
|
||
131
Mirum Pharmaceuticals
MIRM
$5.53B
| $205K | 0.08% |
+2,600
|
|
||
132
Schwab US Broad Market ETF
SCHB
$38.4B
| $205K | 0.08% |
7,800
|
|
||
|
133
AutoZone
AZO
$61.1B
| – | – |
-51
|
|
||
134
Vanguard Total Bond Market
BND
$150B
| – | – |
-4,293
|
|
||
|
135
Oracle
ORCL
$444B
| – | – |
-866
|
|
||
136
Vanguard FTSE Emerging Markets ETF
VWO
$110B
| – | – |
-3,716
|
|
||
137
Ameren
AEE
$30.8B
| – | – |
-2,000
|
|