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
$170M
AUM Growth
+$7.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,204
New
Increased
Reduced
Closed

Top Buys

1 +$389K
2 +$275K
3 +$271K
4
XOM icon
Exxon Mobil
XOM
+$206K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$198K

Top Sells

1 +$195K
2 +$170K
3 +$166K
4
JPM icon
JPMorgan Chase
JPM
+$143K
5
RJF icon
Raymond James Financial
RJF
+$122K

Sector Composition

1 Financials 10.01%
2 Healthcare 7.15%
3 Technology 5.82%
4 Energy 3.43%
5 Industrials 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$132K 0.08%
1,029
+200
152
$130K 0.08%
38
+1
153
$128K 0.08%
885
+68
154
$127K 0.07%
820
-9
155
$127K 0.07%
633
+21
156
$124K 0.07%
471
+143
157
$123K 0.07%
389
-16
158
$122K 0.07%
1,749
-108
159
$121K 0.07%
3,254
160
$119K 0.07%
657
+24
161
$119K 0.07%
883
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162
$118K 0.07%
1,396
+17
163
$116K 0.07%
432
-90
164
$116K 0.07%
1,970
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165
$111K 0.07%
1,044
166
$111K 0.07%
729
167
$110K 0.06%
6,034
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168
$109K 0.06%
730
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169
$108K 0.06%
2,010
-394
170
$103K 0.06%
2,155
-500
171
$100K 0.06%
1,365
172
$99.9K 0.06%
818
-32
173
$99.2K 0.06%
1,000
174
$98K 0.06%
1,418
175
$96K 0.06%
2,022