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
VRSN icon
401
VeriSign
VRSN
$23.1B
$232K 0.02%
+1,336
FAST icon
402
Fastenal
FAST
$47.6B
$232K 0.02%
+10,066
VV icon
403
Vanguard Large-Cap ETF
VV
$47.5B
$231K 0.02%
1,412
+36
XLI icon
404
State Street Industrial Select Sector SPDR ETF
XLI
$24.4B
$231K 0.02%
+2,789
LEN icon
405
Lennar Class A
LEN
$30.6B
$230K 0.02%
+3,189
ROST icon
406
Ross Stores
ROST
$57.8B
$230K 0.02%
+2,730
AVY icon
407
Avery Dennison
AVY
$13.9B
$227K 0.02%
+1,393
COOP
408
DELISTED
Mr. Cooper
COOP
$227K 0.02%
+5,594
MTH icon
409
Meritage Homes
MTH
$5.09B
$227K 0.02%
+6,474
SYY icon
410
Sysco
SYY
$35B
$227K 0.02%
+3,205
CP icon
411
Canadian Pacific Kansas City
CP
$66.4B
$225K 0.02%
+3,363
RIO icon
412
Rio Tinto
RIO
$119B
$224K 0.02%
+4,073
EVRG icon
413
Evergy
EVRG
$16.9B
$223K 0.02%
+3,762
INFY icon
414
Infosys
INFY
$74.9B
$222K 0.02%
+13,080
TAP icon
415
Molson Coors Class B
TAP
$8.92B
$222K 0.02%
+4,630
NUE icon
416
Nucor
NUE
$36.5B
$221K 0.02%
+2,060
MTB icon
417
M&T Bank
MTB
$30B
$218K 0.02%
+1,234
DOW icon
418
Dow Inc
DOW
$16.3B
$217K 0.02%
+4,949
CRWD icon
419
CrowdStrike
CRWD
$128B
$217K 0.02%
+1,316
DLTR icon
420
Dollar Tree
DLTR
$24.3B
$217K 0.02%
+1,595
DOV icon
421
Dover
DOV
$26.2B
$217K 0.02%
+1,858
SPIP icon
422
State Street SPDR Portfolio TIPS ETF
SPIP
$981M
$217K 0.02%
8,561
-6,903
EFX icon
423
Equifax
EFX
$25.9B
$216K 0.02%
+1,261
FIX icon
424
Comfort Systems
FIX
$35.3B
$216K 0.02%
+2,223
CARR icon
425
Carrier Global
CARR
$45.7B
$216K 0.02%
+6,061