WFA
Wipfli Financial Advisors Portfolio holdings
AUM
$1.42B
This Quarter Return
+6.25%
1 Year Return
-20.63%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$184M
AUM Growth
+$184M
(+9.4%)
Cap. Flow
+$5.59M
Cap. Flow
% of AUM
3.04%
Top 10 Holdings %
Top 10 Hldgs %
93.68%
Holding
41
New
4
Increased
14
Reduced
8
Closed
8
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$879K |
| 2 |
iShares Russell 2000 Growth ETF
IWO
|
$686K |
| 3 |
Invesco QQQ Trust
QQQ
|
$626K |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$461K |
| 5 |
Vanguard Health Care ETF
VHT
|
$320K |
Sector Composition
| 1 | Financials | 0.24% |
| 2 | Consumer Discretionary | 0% |
| 3 | Industrials | 0% |
| 4 | Technology | 0% |
