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
FAST icon
401
Fastenal
FAST
$50.4B
$232K 0.02%
+10,066
VRSN icon
402
VeriSign
VRSN
$23.2B
$232K 0.02%
+1,336
VV icon
403
Vanguard Large-Cap ETF
VV
$47.6B
$231K 0.02%
1,412
+36
XLI icon
404
State Street Industrial Select Sector SPDR ETF
XLI
$27.9B
$231K 0.02%
+2,789
ROST icon
405
Ross Stores
ROST
$61B
$230K 0.02%
+2,730
LEN icon
406
Lennar Class A
LEN
$27.6B
$230K 0.02%
+3,189
AVY icon
407
Avery Dennison
AVY
$14.5B
$227K 0.02%
+1,393
COOP
408
DELISTED
Mr. Cooper
COOP
$227K 0.02%
+5,594
MTH icon
409
Meritage Homes
MTH
$5.07B
$227K 0.02%
+6,474
SYY icon
410
Sysco
SYY
$36.5B
$227K 0.02%
+3,205
CP icon
411
Canadian Pacific Kansas City
CP
$65.6B
$225K 0.02%
+3,363
RIO icon
412
Rio Tinto
RIO
$180B
$224K 0.02%
+4,073
EVRG icon
413
Evergy
EVRG
$17.4B
$223K 0.02%
+3,762
INFY icon
414
Infosys
INFY
$73.8B
$222K 0.02%
+13,080
TAP icon
415
Molson Coors Class B
TAP
$9.75B
$222K 0.02%
+4,630
NUE icon
416
Nucor
NUE
$41.6B
$221K 0.02%
+2,060
MTB icon
417
M&T Bank
MTB
$32.9B
$218K 0.02%
+1,234
CRWD icon
418
CrowdStrike
CRWD
$114B
$217K 0.02%
+1,316
DLTR icon
419
Dollar Tree
DLTR
$25.6B
$217K 0.02%
+1,595
DOV icon
420
Dover
DOV
$28.4B
$217K 0.02%
+1,858
DOW icon
421
Dow Inc
DOW
$20.1B
$217K 0.02%
+4,949
SPIP icon
422
State Street SPDR Portfolio TIPS ETF
SPIP
$977M
$217K 0.02%
8,561
-6,903
CARR icon
423
Carrier Global
CARR
$48.3B
$216K 0.02%
+6,061
EFX icon
424
Equifax
EFX
$25.7B
$216K 0.02%
+1,261
FIX icon
425
Comfort Systems
FIX
$39.6B
$216K 0.02%
+2,223