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
176
$95.3K 0.06%
1,672
177
$94.4K 0.06%
3,875
178
$92.6K 0.05%
+1,501
179
$92.5K 0.05%
1,142
-55
180
$92.4K 0.05%
1,680
181
$92.4K 0.05%
647
+95
182
$91.8K 0.05%
476
183
$90.5K 0.05%
575
-180
184
$89K 0.05%
1,131
+219
185
$88.5K 0.05%
2,334
-285
186
$88.4K 0.05%
720
-360
187
$87.3K 0.05%
218
-7
188
$84.4K 0.05%
185
189
$83.9K 0.05%
1,400
190
$81.6K 0.05%
2,545
191
$80.3K 0.05%
1,100
192
$80K 0.05%
2,401
193
$79.9K 0.05%
229
+6
194
$79.5K 0.05%
430
195
$79.5K 0.05%
58
+5
196
$76.7K 0.05%
702
+133
197
$76.5K 0.05%
379
-4
198
$76.2K 0.04%
1,080
199
$75.7K 0.04%
330
200
$74.1K 0.04%
225
+113
6 7
8
9 10