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
126
$170K 0.1%
2,401
127
$170K 0.1%
6,703
-429
128
$170K 0.1%
897
-50
129
$165K 0.1%
1,471
+102
130
$165K 0.1%
4,881
-302
131
$162K 0.1%
12,500
+3,000
132
$161K 0.09%
54
-1
133
$158K 0.09%
1,566
-1
134
$156K 0.09%
2,424
135
$155K 0.09%
1,359
136
$153K 0.09%
1,768
+63
137
$152K 0.09%
1,581
-8
138
$152K 0.09%
9,283
-585
139
$151K 0.09%
7,800
140
$150K 0.09%
741
+30
141
$150K 0.09%
1,633
+483
142
$145K 0.09%
2,006
143
$144K 0.09%
1,963
-363
144
$142K 0.08%
312
+1
145
$140K 0.08%
271
-1
146
$136K 0.08%
3,839
-179
147
$136K 0.08%
262
148
$136K 0.08%
3,167
-510
149
$135K 0.08%
1,163
-152
150
$134K 0.08%
2,330
4 5
6
7 8