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
URI icon
451
United Rentals
URI
$58.5B
$200K 0.01%
+742
ZION icon
452
Zions Bancorporation
ZION
$8.72B
$200K 0.01%
+3,926
ATO icon
453
Atmos Energy
ATO
$26.7B
$199K 0.01%
+1,952
IEX icon
454
IDEX
IEX
$14.6B
$199K 0.01%
+995
CTSH icon
455
Cognizant
CTSH
$40.6B
$198K 0.01%
+3,449
HLT icon
456
Hilton Worldwide
HLT
$69.3B
$198K 0.01%
+1,639
IX icon
457
ORIX
IX
$33.5B
$198K 0.01%
+14,030
OSK icon
458
Oshkosh
OSK
$9.74B
$198K 0.01%
+2,814
HSBC icon
459
HSBC
HSBC
$288B
$197K 0.01%
+7,549
CEG icon
460
Constellation Energy
CEG
$105B
$196K 0.01%
+2,362
WDAY icon
461
Workday
WDAY
$49.8B
$196K 0.01%
+1,288
UTHR icon
462
United Therapeutics
UTHR
$20.2B
$195K 0.01%
+932
RVTY icon
463
Revvity
RVTY
$13.2B
$193K 0.01%
+1,604
CMA icon
464
Comerica
CMA
$12.1B
$192K 0.01%
+2,679
HAL icon
465
Halliburton
HAL
$28.6B
$192K 0.01%
+7,796
O icon
466
Realty Income
O
$55.8B
$192K 0.01%
+3,286
HES
467
DELISTED
Hess
HES
$191K 0.01%
+1,757
IMKTA icon
468
Ingles Markets
IMKTA
$1.38B
$191K 0.01%
+2,417
MLM icon
469
Martin Marietta Materials
MLM
$39.2B
$188K 0.01%
+584
DINO icon
470
HF Sinclair
DINO
$9.2B
$187K 0.01%
+3,479
SHG icon
471
Shinhan Financial Group
SHG
$28.1B
$187K 0.01%
+8,112
LNT icon
472
Alliant Energy
LNT
$17.2B
$185K 0.01%
+3,487
IPG
473
DELISTED
Interpublic Group of Companies
IPG
$184K 0.01%
+7,205
ODFL icon
474
Old Dominion Freight Line
ODFL
$36.4B
$183K 0.01%
+1,470
ZBRA icon
475
Zebra Technologies
ZBRA
$12.2B
$182K 0.01%
+694