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
$163M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,109
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$8.99M
3
+$8M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.21M
5
LLY icon
Eli Lilly
LLY
+$5.59M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.89%
2 Healthcare 6.43%
3 Technology 6.13%
4 Industrials 2.79%
5 Energy 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$124K 0.08%
+1,369
152
$124K 0.08%
+1,379
153
$123K 0.08%
+1,857
154
$122K 0.07%
+829
155
$122K 0.07%
+785
156
$121K 0.07%
+262
157
$119K 0.07%
+817
158
$118K 0.07%
+3,254
159
$117K 0.07%
+522
160
$115K 0.07%
+2,404
161
$115K 0.07%
+1,044
162
$113K 0.07%
+1,908
163
$112K 0.07%
+1,080
164
$111K 0.07%
+1,150
165
$110K 0.07%
+2,655
166
$107K 0.07%
+201
167
$106K 0.07%
+755
168
$105K 0.06%
+729
169
$104K 0.06%
+633
170
$99K 0.06%
+1,197
171
$99K 0.06%
+1,000
172
$99K 0.06%
+1,300
173
$96K 0.06%
+829
174
$96K 0.06%
+476
175
$95K 0.06%
+1,672
5 6
7
8 9