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
$201M
AUM Growth
+$2.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Sells

1 +$743K
2 +$256K
3 +$241K
4
ABBV icon
AbbVie
ABBV
+$224K
5
VKTX icon
Viking Therapeutics
VKTX
+$222K

Sector Composition

1 Financials 9.66%
2 Technology 5.26%
3 Healthcare 4.69%
4 Energy 1.63%
5 Industrials 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-3,190
127
-3,500
128
-27,885
129
-17,850