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
VOYA icon
426
Voya Financial
VOYA
$7.24B
$215K 0.02%
+3,552
WNS
427
DELISTED
WNS Holdings
WNS
$215K 0.02%
+2,624
FDX icon
428
FedEx
FDX
$71.5B
$214K 0.02%
+1,433
DLR icon
429
Digital Realty Trust
DLR
$54.7B
$214K 0.02%
+2,160
SPG icon
430
Simon Property Group
SPG
$60.3B
$213K 0.02%
+2,376
TROW icon
431
T. Rowe Price
TROW
$23.1B
$213K 0.02%
+2,027
XLE icon
432
State Street Energy Select Sector SPDR ETF
XLE
$30.1B
$213K 0.02%
+5,906
IXC icon
433
iShares Global Energy ETF
IXC
$2.07B
$213K 0.02%
+6,381
WBS icon
434
Webster Financial
WBS
$10.3B
$211K 0.01%
+4,677
AGO icon
435
Assured Guaranty
AGO
$3.84B
$211K 0.01%
+4,365
FTNT icon
436
Fortinet
FTNT
$60.7B
$210K 0.01%
+4,278
VEA icon
437
Vanguard FTSE Developed Markets ETF
VEA
$204B
$209K 0.01%
5,744
-2,247
PLTR icon
438
Palantir
PLTR
$404B
$208K 0.01%
+25,526
GSK icon
439
GSK
GSK
$99.1B
$208K 0.01%
+6,953
HPE icon
440
Hewlett Packard
HPE
$28.1B
$207K 0.01%
+17,157
IT icon
441
Gartner
IT
$16.7B
$206K 0.01%
+745
WST icon
442
West Pharmaceutical
WST
$17B
$206K 0.01%
+838
FCX icon
443
Freeport-McMoran
FCX
$86.7B
$205K 0.01%
+7,498
VONE icon
444
Vanguard Russell 1000 ETF
VONE
$7.5B
$205K 0.01%
+1,254
ALB icon
445
Albemarle
ALB
$22.3B
$204K 0.01%
+772
GLW icon
446
Corning
GLW
$80B
$203K 0.01%
+6,994
SBAC icon
447
SBA Communications
SBAC
$19.9B
$203K 0.01%
+714
XYL icon
448
Xylem
XYL
$34.4B
$203K 0.01%
+2,326
MTDR icon
449
Matador Resources
MTDR
$5.34B
$203K 0.01%
+4,158
DD icon
450
DuPont de Nemours
DD
$18.5B
$202K 0.01%
+9,567