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
201
$73.8K 0.04%
1,133
+70
202
$73.1K 0.04%
1,771
203
$71.9K 0.04%
856
204
$69.4K 0.04%
357
-9
205
$69.3K 0.04%
+1,885
206
$68.9K 0.04%
1,180
-120
207
$67.7K 0.04%
835
208
$67.2K 0.04%
2,730
209
$66.6K 0.04%
1,300
210
$66.3K 0.04%
630
211
$65.5K 0.04%
1,606
+158
212
$64.5K 0.04%
552
213
$63.9K 0.04%
1,000
214
$63.6K 0.04%
430
215
$62.2K 0.04%
421
+414
216
$61.3K 0.04%
2,900
217
$60.9K 0.04%
2,000
218
$60.7K 0.04%
794
+302
219
$60.6K 0.04%
722
-158
220
$60.3K 0.04%
939
221
$58.7K 0.03%
911
222
$58.3K 0.03%
1,567
+429
223
$58.3K 0.03%
261
+3
224
$57K 0.03%
849
-11
225
$56.6K 0.03%
2,400
+1,000
7 8
9
10 11