WIA

Wetzel Investment Advisors Portfolio holdings

AUM $234M
1-Year Est. Return 15.33%
This Quarter Est. Return
1 Year Est. Return
+15.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
+$4.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,181
New
Increased
Reduced
Closed

Top Buys

1
+$836K
2
+$145K
3
+$110K
4
IHTA
Invesco High Income 2024 Target Term Fund
IHTA
+$86K
5
GDO
Western Asset Global Corporate Defined Opportunity Fund
GDO
+$74.9K

Top Sells

1
+$4.07M
2
+$154K
3
+$137K
4
ACN icon
Accenture
ACN
+$103K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$89.2K

Sector Composition

1 Financials 10.13%
2 Healthcare 7.09%
3 Technology 5.46%
4 Energy 3.42%
5 Industrials 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$99.3K 0.06%
1,672
177
$99.2K 0.06%
1,418
178
$98.7K 0.06%
2,619
+285
179
$98.4K 0.06%
1,680
180
$98.1K 0.06%
1,142
181
$94.3K 0.05%
1,501
182
$89.9K 0.05%
1,400
183
$89.2K 0.05%
710
-453
184
$87.7K 0.05%
58
185
$87.5K 0.05%
575
186
$86K 0.05%
+11,450
187
$84.2K 0.05%
185
188
$83.6K 0.05%
430
189
$82.2K 0.05%
1,100
190
$82.1K 0.05%
2,401
191
$82K 0.05%
552
-95
192
$81.8K 0.05%
284
+100
193
$79.1K 0.05%
330
194
$77.5K 0.04%
1,080
195
$77.3K 0.04%
1,771
196
$77K 0.04%
856
197
$76.8K 0.04%
1,131
-2
198
$76.3K 0.04%
882
-249
199
$75.9K 0.04%
220
-5
200
$74.9K 0.04%
+6,000
6 7
8
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