WFA

Wipfli Financial Advisors Portfolio holdings

AUM $1.42B
1-Year Est. Return 20.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-20.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.42B
AUM Growth
+$503M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,647
New
Increased
Reduced
Closed

Top Buys

1 +$55.3M
2 +$31.8M
3 +$29.6M
4
MSFT icon
Microsoft
MSFT
+$20.4M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$15.5M

Top Sells

1 +$22.9M
2 +$8.29M
3 +$6.75M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$4.35M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$4.15M

Sector Composition

1 Technology 6.97%
2 Financials 4.2%
3 Healthcare 4.06%
4 Consumer Discretionary 3.2%
5 Industrials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EAF icon
2476
GrafTech
EAF
$177M
$1K ﹤0.01%
+33
EDIT icon
2477
Editas Medicine
EDIT
$201M
$1K ﹤0.01%
+97
EFG icon
2478
iShares MSCI EAFE Growth ETF
EFG
$9.67B
$1K ﹤0.01%
+17
ELME
2479
Elme Communities
ELME
$195M
$1K ﹤0.01%
+47
EMB icon
2480
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.3B
$1K ﹤0.01%
+7
ESPR icon
2481
Esperion Therapeutics
ESPR
$698M
$1K ﹤0.01%
+184
ETWO
2482
DELISTED
E2open Parent Holdings
ETWO
$1K ﹤0.01%
+83
EXPI icon
2483
eXp World Holdings
EXPI
$1.1B
$1K ﹤0.01%
+119
EXTR icon
2484
Extreme Networks
EXTR
$1.97B
$1K ﹤0.01%
+55
FFWM icon
2485
First Foundation Inc
FFWM
$491M
$1K ﹤0.01%
+71
FIZZ icon
2486
National Beverage
FIZZ
$3.42B
$1K ﹤0.01%
+18
FOUR icon
2487
Shift4
FOUR
$3.3B
$1K ﹤0.01%
+12
FRHC icon
2488
Freedom Holding
FRHC
$7.87B
$1K ﹤0.01%
+29
GABC icon
2489
German American Bancorp
GABC
$1.54B
$1K ﹤0.01%
+41
MGK icon
2490
Vanguard Mega Cap Growth ETF
MGK
$30.5B
$1K ﹤0.01%
+6
MJ icon
2491
Amplify Alternative Harvest ETF
MJ
$128M
$1K ﹤0.01%
+12
MLAB icon
2492
Mesa Laboratories
MLAB
$496M
$1K ﹤0.01%
+8
MMYT icon
2493
MakeMyTrip
MMYT
$4.92B
$1K ﹤0.01%
+48
MNTS icon
2494
Momentus
MNTS
$7.58M
0
MQ icon
2495
Marqeta
MQ
$1.71B
$1K ﹤0.01%
+204
MSTR icon
2496
Strategy Inc
MSTR
$48.2B
$1K ﹤0.01%
+50
MTRN icon
2497
Materion
MTRN
$3.24B
$1K ﹤0.01%
+9
MTW icon
2498
Manitowoc
MTW
$515M
$1K ﹤0.01%
+113
NAT icon
2499
Nordic American Tanker
NAT
$1.22B
$1K ﹤0.01%
+418
NHC icon
2500
National Healthcare
NHC
$2.61B
$1K ﹤0.01%
+22