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
$784M
AUM Growth
+$76.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$53.4M
2
+$12.6M
3
+$8.98M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$5.26M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$4.96M

Top Sells

1
+$2.47M
2
+$563K
3
+$469K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$253K
5
FLRN icon
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$243K

Sector Composition

1 Financials 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$643K 0.08%
4,751
-37
27
$616K 0.08%
4,674
28
$575K 0.07%
1,606
-5
29
$542K 0.07%
28,024
30
$507K 0.06%
13,534
31
$463K 0.06%
1,696
32
$425K 0.05%
16,426
33
$408K 0.05%
1,033
-72
34
$359K 0.05%
1,617
-2
35
$357K 0.05%
13,087
36
$342K 0.04%
2,136
+170
37
$333K 0.04%
5,026
38
$314K 0.04%
4,030
39
$297K 0.04%
2,555
+34
40
$273K 0.03%
4,753
+2,633
41
$228K 0.03%
2,120
42
$224K 0.03%
3,417
43
– –
-7,933
44
– –
-8,700
45
– –
-5,200
1
2