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
126
$166K 0.1%
+9,868
127
$163K 0.1%
+5,183
128
$159K 0.1%
+2,763
129
$159K 0.1%
+1,567
130
$159K 0.1%
+2,182
131
$158K 0.1%
+5,948
132
$156K 0.1%
+947
133
$154K 0.09%
+1,589
134
$150K 0.09%
+711
135
$145K 0.09%
+2,006
136
$145K 0.09%
+2,424
137
$145K 0.09%
+7,800
138
$143K 0.09%
+4,018
139
$142K 0.09%
+405
140
$142K 0.09%
+55
141
$139K 0.09%
+1,315
142
$138K 0.08%
+272
143
$135K 0.08%
+612
144
$135K 0.08%
+9,500
145
$133K 0.08%
+311
146
$133K 0.08%
+1,359
147
$133K 0.08%
+3,875
148
$131K 0.08%
+37
149
$130K 0.08%
+1,705
150
$128K 0.08%
+2,330
4 5
6
7 8