WIA
Wetzel Investment Advisors Portfolio holdings
AUM
$219M
1-Year Est. Return
14.04%
1 Year Est. Return
+14.04%
AUM
$198M
AUM Growth
-$2.87M
(-1.4%)
Holding
126
Top Buys
| 1 | +$637K | |
| 2 | +$524K | |
| 3 | +$401K | |
| 4 |
Vanguard Value ETF
VTV
|
+$342K |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$283K |
Top Sells
| 1 | +$291K | |
| 2 | +$257K | |
| 3 | +$254K | |
| 4 |
NXP Semiconductors
NXPI
|
+$229K |
| 5 |
Bank of America
BAC
|
+$208K |
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 |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Tesla
TSLA
$1.46T
| – | – |
-630
|
|