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
1
$14.3M 8.76%
+143,744
2
$8.99M 5.52%
+20,577
3
$8M 4.91%
+47,015
4
$6.21M 3.81%
+20,483
5
$5.59M 3.43%
+9,586
6
$4.78M 2.94%
+29,092
7
$4.07M 2.5%
+113,293
8
$3.62M 2.23%
+46,095
9
$3.62M 2.22%
+129,407
10
$3.62M 2.22%
+45,202
11
$3.37M 2.07%
+7,095
12
$3.23M 1.98%
+58,255
13
$3.13M 1.92%
+61,845
14
$3.02M 1.85%
+20,185
15
$2.79M 1.71%
+14,499
16
$2.6M 1.59%
+44,784
17
$2.54M 1.56%
+52,819
18
$2.46M 1.51%
+51,420
19
$2.26M 1.39%
+32,073
20
$2.23M 1.37%
+13,095
21
$1.97M 1.21%
+18,226
22
$1.85M 1.14%
+4,917
23
$1.84M 1.13%
+23,580
24
$1.82M 1.12%
+58,379
25
$1.4M 0.86%
+41,455
1
2 3 4 5