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
AVTA
2526
DELISTED
Avantax, Inc. Common Stock
AVTA
$1K ﹤0.01%
+28
NMTR
2527
DELISTED
9 Meters Biopharma
NMTR
$1K ﹤0.01%
+225
ISEE
2528
DELISTED
IVERIC bio, Inc. Common Stock
ISEE
$1K ﹤0.01%
+39
TPGY
2529
DELISTED
TPG Pace Beneficial Finance Corp.
TPGY
$1K ﹤0.01%
+100
REV
2530
DELISTED
Revlon, Inc.
REV
$1K ﹤0.01%
+115
ACRS icon
2531
Aclaris Therapeutics
ACRS
$515M
$1K ﹤0.01%
+68
ADMA icon
2532
ADMA Biologics
ADMA
$2.53B
$1K ﹤0.01%
+563
AGL icon
2533
Agilon Health
AGL
$499M
$1K ﹤0.01%
+2
AMPL icon
2534
Amplitude
AMPL
$933M
$1K ﹤0.01%
+78
AOA icon
2535
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.02B
$1K ﹤0.01%
+15
BCO icon
2536
Brink's
BCO
$4.71B
$1K ﹤0.01%
+18
BE icon
2537
Bloom Energy
BE
$62B
$1K ﹤0.01%
+33
BF.B icon
2538
Brown-Forman Class B
BF.B
$13.4B
$1K ﹤0.01%
+18
CDLX icon
2539
Cardlytics
CDLX
$56.2M
$1K ﹤0.01%
+72
CENX icon
2540
Century Aluminum
CENX
$6.07B
$1K ﹤0.01%
+166
CMBM
2541
DELISTED
Cambium Networks
CMBM
$1K ﹤0.01%
+78
COHU icon
2542
Cohu
COHU
$2.09B
$1K ﹤0.01%
+37
DEA
2543
Easterly Government Properties
DEA
$1.09B
$1K ﹤0.01%
+13
DLX icon
2544
Deluxe
DLX
$1.4B
$1K ﹤0.01%
+82
AXIA
2545
AXIA Energia
AXIA
$28.8B
$1K ﹤0.01%
+208
BRBR icon
2546
BellRing Brands
BRBR
$1.89B
$0 ﹤0.01%
+18
BRFS
2547
DELISTED
BRF SA
BRFS
$0 ﹤0.01%
+29
AHRT
2548
AH Realty Trust, Inc.
AHRT
$485M
0
AIV
2549
Aimco
AIV
$610M
$0 ﹤0.01%
+11
AZUL
2550
DELISTED
Azul
AZUL
$0 ﹤0.01%
+3