WIA
Wetzel Investment Advisors Portfolio holdings
AUM
$219M
1-Year Est. Return
14.04%
1 Year Est. Return
+14.04%
AUM
$219M
AUM Growth
+$20.3M
(+10%)
Holding
137
Top Buys
| 1 | +$9.48M | |
| 2 | +$8.29M | |
| 3 | +$6.89M | |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$5.12M |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
+$4.44M |
Top Sells
| 1 | +$5.06M | |
| 2 | +$4.16M | |
| 3 | +$3.84M | |
| 4 |
Invesco S&P 500 Quality ETF
SPHQ
|
+$2.82M |
| 5 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$2.4M |
Sector Composition
| 1 | Financials | 9.89% |
| 2 | Technology | 4.54% |
| 3 | Healthcare | 4.51% |
| 4 | Industrials | 1.5% |
| 5 | Energy | 1.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Best Buy
BBY
$16.7B
| – | – |
-3,008
|
|
||
127
Colgate-Palmolive
CL
$63.9B
| – | – |
-2,190
|
|
||
|
CMMB
128
Chemomab Therapeutics
CMMB
$17.2M
| – | – |
-2,750
|
|
||
129
Elevance Health
ELV
$78.5B
| – | – |
-463
|
|
||
130
First Trust Multi Cap Value AlphaDEX Fund
FAB
$120M
| – | – |
-5,280
|
|
||
131
Fiserv
FI
$66.1B
| – | – |
-1,356
|
|
||
132
iShares Preferred and Income Securities ETF
PFF
$14.6B
| – | – |
-42,691
|
|
||
133
Procter & Gamble
PG
$354B
| – | – |
-1,213
|
|
||
134
iShares Russell 2500 ETF
SMMD
$1.71B
| – | – |
-5,287
|
|
||
135
AT&T
T
$188B
| – | – |
-7,308
|
|
||
|
EXE
136
Expand Energy Corp
EXE
$24B
| – | – |
-2,115
|
|
||
|
SHYM
137
iShares Short Duration High Yield Muni Active ETF
SHYM
$397M
| – | – |
-8,828
|
|