WIA
Wetzel Investment Advisors Portfolio holdings
AUM $198M
AUM
$198M
AUM Growth
-$2.87M (-1%)
Cap. Flow
+$1.33M
Cap. Flow % of AUM
0.67%
Top 10 Holdings %Top 10 Hldgs %
46.63%
Holding
126
New
5
Increased
23
Reduced
78
Closed
4
Top Buys
| 1 | $637K | |
| 2 | $524K | |
| 3 | $401K | |
| 4 | $342K | |
| 5 | $283K |
Top Sells
| 1 | $291K | |
| 2 | $199K | |
| 3 | $159K | |
| 4 | $153K | |
| 5 | $138K |
Sector Composition
| 1 | Financials | 9.7% |
| 2 | Healthcare | 5.27% |
| 3 | Technology | 4.45% |
| 4 | Energy | 1.74% |
| 5 | Industrials | 1.5% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -4,726 | Closed | – |
