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
201
$72K 0.04%
+330
202
$71K 0.04%
+248
203
$71K 0.04%
+1,771
204
$71K 0.04%
+3,000
205
$70K 0.04%
+880
206
$70K 0.04%
+2,730
207
$69K 0.04%
+630
208
$69K 0.04%
+1,063
209
$68K 0.04%
+1,284
210
$68K 0.04%
+2,000
211
$67K 0.04%
+223
212
$67K 0.04%
+4,500
213
$67K 0.04%
+430
214
$65K 0.04%
+552
215
$63K 0.04%
+835
216
$62K 0.04%
+860
217
$62K 0.04%
+258
218
$61K 0.04%
+1,000
219
$60K 0.04%
+939
220
$60K 0.04%
+204
221
$59K 0.04%
+366
222
$59K 0.04%
+543
223
$58K 0.04%
+911
224
$57K 0.04%
+1,300
225
$57K 0.04%
+195
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