We are live on ! Find out more
WIA

Wetzel Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 18.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
944
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$7.64M
3
+$6.23M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$5.49M
5
VT icon
Vanguard Total World Stock ETF
VT
+$3.94M

Top Sells

1
+$14M
2
+$3.67M
3
+$1.44M
4
QGRO icon
American Century US Quality Growth ETF
QGRO
+$1.14M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$484K

Sector Composition

1 Financials 8.73%
2 Healthcare 5.96%
3 Technology 4.94%
4 Energy 1.76%
5 Industrials 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-12,500
127
– –
-2
128
– –
-1,000
129
– –
-16
130
– –
-3
131
– –
-10
132
– –
-146
133
– –
-6
134
– –
-42
135
– –
-100
136
– –
-44
137
– –
-63
138
– –
-600
139
– –
-115
140
– –
-3,254
141
– –
-50
142
– –
-266
143
– –
-161
144
– –
-34
145
– –
-321
146
– –
-164
147
– –
-50
148
– –
-144
149
– –
-2,570
150
– –
-100
4 5
6
7 8