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
$168M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$12.9M
3
+$11.6M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$9.14M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$7.33M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.52%
2 Financials 0.39%
3 Consumer Discretionary 0.27%
4 Industrials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$363K 0.22%
+13,965
27
$320K 0.19%
+1,432
28
$315K 0.19%
+1,617
29
$294K 0.18%
+4,030
30
$279K 0.17%
+5,026
31
$255K 0.15%
+2,178
32
$240K 0.14%
+20,400
33
$222K 0.13%
+4,712
34
$218K 0.13%
+1,438
35
$206K 0.12%
+5,131
36
$205K 0.12%
+1,260
37
$201K 0.12%
+4,648
1
2