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
201
$72.2K 0.04%
1,180
202
$71.2K 0.04%
+3,100
203
$70.6K 0.04%
1,885
204
$70.5K 0.04%
835
205
$70.4K 0.04%
2,000
206
$70.2K 0.04%
421
207
$69K 0.04%
2,730
208
$68K 0.04%
552
209
$67.7K 0.04%
1,300
210
$67.3K 0.04%
1,000
211
$66.7K 0.04%
2,900
212
$64.8K 0.04%
611
-183
213
$64.5K 0.04%
569
-133
214
$63.8K 0.04%
+4,058
215
$63.7K 0.04%
722
216
$62.7K 0.04%
939
217
$61.7K 0.04%
17
-21
218
$60.3K 0.03%
2,400
219
$59.8K 0.03%
911
220
$59.1K 0.03%
2,199
221
$59K 0.03%
4,441
-150
222
$58.8K 0.03%
1,363
-243
223
$58.2K 0.03%
5,000
224
$56.7K 0.03%
6,000
225
$54.3K 0.03%
941
7 8
9
10 11