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
AQN icon
2551
Algonquin Power & Utilities
AQN
$5.35B
$0 ﹤0.01%
+14
ARVN icon
2552
Arvinas
ARVN
$884M
$0 ﹤0.01%
+1
AVIR icon
2553
Atea Pharmaceuticals
AVIR
$389M
$0 ﹤0.01%
+39
AZUL
2554
DELISTED
Azul
AZUL
$0 ﹤0.01%
+3
BAK icon
2555
Braskem
BAK
$1.69B
$0 ﹤0.01%
+2
BATRA icon
2556
Atlanta Braves Holdings Series A
BATRA
$3.04B
$0 ﹤0.01%
+13
BCH icon
2557
Banco de Chile
BCH
$19.6B
$0 ﹤0.01%
+9
BF.A icon
2558
Brown-Forman Class A
BF.A
$12.4B
$0 ﹤0.01%
+1
BIPC icon
2559
Brookfield Infrastructure
BIPC
$5.82B
$0 ﹤0.01%
+1
BIRD icon
2560
Allbirds
BIRD
$22.7M
$0 ﹤0.01%
+4
BOND icon
2561
PIMCO Active Bond Exchange-Traded Fund
BOND
$7.53B
$0 ﹤0.01%
+1
GLDD icon
2562
Great Lakes Dredge & Dock
GLDD
$1.13B
$0 ﹤0.01%
+43
GLPG icon
2563
Galapagos
GLPG
$2.22B
$0 ﹤0.01%
+4
GTX icon
2564
Garrett Motion
GTX
$3.63B
$0 ﹤0.01%
+48
HBB icon
2565
Hamilton Beach Brands
HBB
$224M
$0 ﹤0.01%
+40
HDSN
2566
Hudson Technologies
HDSN
$307M
$0 ﹤0.01%
+56
HLX icon
2567
Helix Energy Solutions
HLX
$1.35B
$0 ﹤0.01%
+70
IEF icon
2568
iShares 7-10 Year Treasury Bond ETF
IEF
$48B
$0 ﹤0.01%
+4
IHI icon
2569
iShares US Medical Devices ETF
IHI
$3.55B
$0 ﹤0.01%
+10
III icon
2570
Information Services Group
III
$232M
$0 ﹤0.01%
+66
IRMD icon
2571
iRadimed
IRMD
$1.33B
$0 ﹤0.01%
+6
OPLN
2572
Openlane
OPLN
$3.01B
$0 ﹤0.01%
+42
KKR icon
2573
KKR & Co
KKR
$83.6B
$0 ﹤0.01%
+1
LILA icon
2574
Liberty Latin America Class A
LILA
$1.56B
$0 ﹤0.01%
+9
LPL icon
2575
LG Display
LPL
$4.29B
$0 ﹤0.01%
+105