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
176
$94K 0.06%
+2,022
177
$93K 0.06%
+2,619
178
$92K 0.06%
+1,418
179
$91K 0.06%
+5,181
180
$90K 0.06%
+225
181
$88K 0.05%
+1,680
182
$87K 0.05%
+850
183
$87K 0.05%
+552
184
$86K 0.05%
+1,365
185
$86K 0.05%
+1,115
186
$84K 0.05%
+185
187
$84K 0.05%
+2,545
188
$83K 0.05%
+328
189
$83K 0.05%
+53
190
$82K 0.05%
+1,400
191
$81K 0.05%
+912
192
$80K 0.05%
+430
193
$79K 0.05%
+2,401
194
$79K 0.05%
+1,100
195
$76K 0.05%
+1,080
196
$74K 0.05%
+5,241
197
$74K 0.05%
+913
198
$74K 0.05%
+284
199
$73K 0.04%
+383
200
$73K 0.04%
+856
6 7
8
9 10