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
$50.7B
$200K 0.01%
+742
ZION icon
452
Zions Bancorporation
ZION
$8.19B
$200K 0.01%
+3,926
ATO icon
453
Atmos Energy
ATO
$27.7B
$199K 0.01%
+1,952
IEX icon
454
IDEX
IEX
$13.3B
$199K 0.01%
+995
CTSH icon
455
Cognizant
CTSH
$39B
$198K 0.01%
+3,449
HLT icon
456
Hilton Worldwide
HLT
$63.3B
$198K 0.01%
+1,639
IX icon
457
ORIX
IX
$30.9B
$198K 0.01%
+14,030
OSK icon
458
Oshkosh
OSK
$8.19B
$198K 0.01%
+2,814
HSBC icon
459
HSBC
HSBC
$244B
$197K 0.01%
+7,549
WDAY icon
460
Workday
WDAY
$57.8B
$196K 0.01%
+1,288
CEG icon
461
Constellation Energy
CEG
$112B
$196K 0.01%
+2,362
UTHR icon
462
United Therapeutics
UTHR
$21.1B
$195K 0.01%
+932
RVTY icon
463
Revvity
RVTY
$11.4B
$193K 0.01%
+1,604
CMA icon
464
Comerica
CMA
$10.8B
$192K 0.01%
+2,679
HAL icon
465
Halliburton
HAL
$23.9B
$192K 0.01%
+7,796
O icon
466
Realty Income
O
$53.8B
$192K 0.01%
+3,286
IMKTA icon
467
Ingles Markets
IMKTA
$1.41B
$191K 0.01%
+2,417
HES
468
DELISTED
Hess
HES
$191K 0.01%
+1,757
MLM icon
469
Martin Marietta Materials
MLM
$37.7B
$188K 0.01%
+584
DINO icon
470
HF Sinclair
DINO
$9.21B
$187K 0.01%
+3,479
SHG icon
471
Shinhan Financial Group
SHG
$26.1B
$187K 0.01%
+8,112
LNT icon
472
Alliant Energy
LNT
$16.8B
$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
$32.4B
$183K 0.01%
+1,470
ZBRA icon
475
Zebra Technologies
ZBRA
$13.4B
$182K 0.01%
+694