WFA

Wipfli Financial Advisors Portfolio holdings

AUM $1.42B
1-Year Est. Return 20.63%
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 +$50.3M
2 +$28M
3 +$26.9M
4
MSFT icon
Microsoft
MSFT
+$18M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$13.9M

Top Sells

1 +$20.6M
2 +$7.48M
3 +$6.17M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$3.96M
5
DFIV icon
Dimensional International Value ETF
DFIV
+$3.92M

Sector Composition

1 Technology 6.98%
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
BAB icon
2476
Invesco Taxable Municipal Bond ETF
BAB
$1.02B
$1K ﹤0.01%
+39
BATRK icon
2477
Atlanta Braves Holdings Series B
BATRK
$2.43B
$1K ﹤0.01%
+33
BBUC
2478
Brookfield Business Corp
BBUC
$2.5B
$1K ﹤0.01%
+46
BCO icon
2479
Brink's
BCO
$4.91B
$1K ﹤0.01%
+18
BE icon
2480
Bloom Energy
BE
$24.2B
$1K ﹤0.01%
+33
BF.B icon
2481
Brown-Forman Class B
BF.B
$14.2B
$1K ﹤0.01%
+18
BN icon
2482
Brookfield
BN
$104B
$1K ﹤0.01%
+28
BNTX icon
2483
BioNTech
BNTX
$23.3B
$1K ﹤0.01%
+5
BRC icon
2484
Brady Corp
BRC
$3.71B
$1K ﹤0.01%
+13
BSAC icon
2485
Banco Santander Chile
BSAC
$14.5B
$1K ﹤0.01%
+90
CCO icon
2486
Clear Channel Outdoor Holdings
CCO
$990M
$1K ﹤0.01%
+674
CDLX icon
2487
Cardlytics
CDLX
$66.5M
$1K ﹤0.01%
+72
CENX icon
2488
Century Aluminum
CENX
$2.89B
$1K ﹤0.01%
+166
CMBM icon
2489
Cambium Networks
CMBM
$47.4M
$1K ﹤0.01%
+78
COHU icon
2490
Cohu
COHU
$1.17B
$1K ﹤0.01%
+37
DLX icon
2491
Deluxe
DLX
$944M
$1K ﹤0.01%
+82
EWTX icon
2492
Edgewise Therapeutics
EWTX
$2.47B
$1K ﹤0.01%
+87
EWX icon
2493
SPDR S&P Emerging Markets Small Cap ETF
EWX
$744M
$1K ﹤0.01%
+28
EXPI icon
2494
eXp World Holdings
EXPI
$1.8B
$1K ﹤0.01%
+119
EXTR icon
2495
Extreme Networks
EXTR
$2.33B
$1K ﹤0.01%
+55
FCEL icon
2496
FuelCell Energy
FCEL
$342M
$1K ﹤0.01%
+10
FFWM icon
2497
First Foundation Inc
FFWM
$459M
$1K ﹤0.01%
+71
FIZZ icon
2498
National Beverage
FIZZ
$3.29B
$1K ﹤0.01%
+18
FOUR icon
2499
Shift4
FOUR
$4.82B
$1K ﹤0.01%
+12
FRHC icon
2500
Freedom Holding
FRHC
$8.21B
$1K ﹤0.01%
+29