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
HDSN icon
2576
Hudson Technologies
HDSN
$322M
$0 ﹤0.01%
+56
HLX icon
2577
Helix Energy Solutions
HLX
$1.04B
$0 ﹤0.01%
+70
IEF icon
2578
iShares 7-10 Year Treasury Bond ETF
IEF
$45.8B
$0 ﹤0.01%
+4
IHI icon
2579
iShares US Medical Devices ETF
IHI
$4.07B
$0 ﹤0.01%
+10
III icon
2580
Information Services Group
III
$282M
$0 ﹤0.01%
+66
IRMD icon
2581
iRadimed
IRMD
$1.3B
$0 ﹤0.01%
+6
OPLN
2582
Openlane
OPLN
$3.2B
$0 ﹤0.01%
+42
KKR icon
2583
KKR & Co
KKR
$117B
$0 ﹤0.01%
+1
LILA icon
2584
Liberty Latin America Class A
LILA
$1.5B
$0 ﹤0.01%
+9
LPL icon
2585
LG Display
LPL
$4.33B
$0 ﹤0.01%
+105
MARA icon
2586
Marathon Digital Holdings
MARA
$4.3B
$0 ﹤0.01%
+32
MCBS icon
2587
MetroCity Bankshares
MCBS
$797M
$0 ﹤0.01%
+11
MEC icon
2588
Mayville Engineering Co
MEC
$379M
$0 ﹤0.01%
+23
MHH icon
2589
Mastech Digital
MHH
$80.9M
$0 ﹤0.01%
+30
DFTX
2590
Definium Therapeutics, Inc. Common Shares
DFTX
$1.48B
$0 ﹤0.01%
+6
NFBK icon
2591
Northfield Bancorp
NFBK
$495M
$0 ﹤0.01%
+23
NNDM
2592
Nano Dimension
NNDM
$368M
$0 ﹤0.01%
+95
NTWK icon
2593
NetSol Technologies
NTWK
$37.5M
$0 ﹤0.01%
+80
NWPX icon
2594
NWPX Infrastructure Inc
NWPX
$664M
$0 ﹤0.01%
+13
ORBS
2595
Eightco Holdings
ORBS
$319M
0
ONL
2596
Orion Office REIT
ONL
$121M
$0 ﹤0.01%
+31
OPBK icon
2597
OP Bancorp
OPBK
$220M
$0 ﹤0.01%
+32
OPRX icon
2598
OptimizeRx
OPRX
$226M
$0 ﹤0.01%
+12
OSBC icon
2599
Old Second Bancorp
OSBC
$1.09B
$0 ﹤0.01%
+29
PAAS icon
2600
Pan American Silver
PAAS
$23.3B
$0 ﹤0.01%
+7