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
WNS
426
DELISTED
WNS Holdings
WNS
$215K 0.02%
+2,624
VOYA icon
427
Voya Financial
VOYA
$6.24B
$215K 0.02%
+3,552
DLR icon
428
Digital Realty Trust
DLR
$62.1B
$214K 0.02%
+2,160
FDX icon
429
FedEx
FDX
$85B
$214K 0.02%
+1,433
SPG icon
430
Simon Property Group
SPG
$62.4B
$213K 0.02%
+2,376
TROW icon
431
T. Rowe Price
TROW
$19.5B
$213K 0.02%
+2,027
XLE icon
432
State Street Energy Select Sector SPDR ETF
XLE
$39.3B
$213K 0.02%
+5,906
IXC icon
433
iShares Global Energy ETF
IXC
$2.29B
$213K 0.02%
+6,381
WBS icon
434
Webster Financial
WBS
$11.1B
$211K 0.01%
+4,677
AGO icon
435
Assured Guaranty
AGO
$3.82B
$211K 0.01%
+4,365
FTNT icon
436
Fortinet
FTNT
$62.3B
$210K 0.01%
+4,278
VEA icon
437
Vanguard FTSE Developed Markets ETF
VEA
$208B
$209K 0.01%
5,744
-2,247
PLTR icon
438
Palantir
PLTR
$363B
$208K 0.01%
+25,526
GSK icon
439
GSK
GSK
$110B
$208K 0.01%
+6,953
HPE icon
440
Hewlett Packard
HPE
$28.5B
$207K 0.01%
+17,157
IT icon
441
Gartner
IT
$11.2B
$206K 0.01%
+745
WST icon
442
West Pharmaceutical
WST
$16.8B
$206K 0.01%
+838
FCX icon
443
Freeport-McMoran
FCX
$88.4B
$205K 0.01%
+7,498
VONE icon
444
Vanguard Russell 1000 ETF
VONE
$7.11B
$205K 0.01%
+1,254
ALB icon
445
Albemarle
ALB
$19.8B
$204K 0.01%
+772
GLW icon
446
Corning
GLW
$113B
$203K 0.01%
+6,994
SBAC icon
447
SBA Communications
SBAC
$20.5B
$203K 0.01%
+714
XYL icon
448
Xylem
XYL
$29.8B
$203K 0.01%
+2,326
MTDR icon
449
Matador Resources
MTDR
$6.99B
$203K 0.01%
+4,158
DD icon
450
DuPont de Nemours
DD
$18.8B
$202K 0.01%
+9,567