WIA

Wetzel Investment Advisors Portfolio holdings

AUM $247M
1-Year Est. Return 18.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$9.33M
2
+$7.88M
3
+$6.55M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.61M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$4.4M

Top Sells

1
+$4.76M
2
+$3.93M
3
+$3.58M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$2.68M
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$2.35M

Sector Composition

1 Financials 9.89%
2 Technology 4.54%
3 Healthcare 4.51%
4 Industrials 1.5%
5 Energy 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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127
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130
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132
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-42,691
133
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134
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135
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136
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-2,115
137
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-8,828
2 3 4 5
6