WIA
Wetzel Investment Advisors Portfolio holdings
AUM
$219M
This Quarter Return
-1.04%
1 Year Return
+14.04%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$198M
AUM Growth
+$198M
(-1.4%)
Cap. Flow
+$380K
Cap. Flow
% of AUM
0.19%
Top 10 Holdings %
Top 10 Hldgs %
46.63%
Holding
126
New
5
Increased
23
Reduced
78
Closed
4
Top Buys
Top Sells
| 1 |
First Trust Capital Strength ETF
FTCS
|
$291K |
| 2 |
Palantir
PLTR
|
$257K |
| 3 |
Tesla
TSLA
|
$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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
126
Tesla
TSLA
$1.08T
| – | – |
-630
| Closed | -$254K |
|