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
$872M
AUM Growth
+$87.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$13.5M
3
+$9.98M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$7.91M
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$6.4M

Top Sells

1
+$2.45M
2
+$1.91M
3
+$1.85M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.32M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.08M

Sector Composition

1 Financials 0.06%
2 Technology 0.06%
3 Consumer Discretionary 0.03%
4 Healthcare 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$680K 0.08%
4,674
27
$667K 0.08%
1,676
+70
28
$651K 0.07%
13,322
-102
29
$627K 0.07%
23,272
-1,998
30
$610K 0.07%
11,500
-747
31
$547K 0.06%
1,831
+135
32
$545K 0.06%
28,024
33
$390K 0.04%
1,617
34
$365K 0.04%
13,087
35
$357K 0.04%
5,026
36
$342K 0.04%
+1,515
37
$317K 0.04%
4,030
38
$290K 0.03%
1,747
-389
39
$267K 0.03%
2,296
-259
40
$262K 0.03%
+631
41
$256K 0.03%
+1,443
42
$254K 0.03%
+506
43
$237K 0.03%
9,230
-7,196
44
$235K 0.03%
+699
45
$228K 0.03%
2,120
46
$206K 0.02%
3,430
-1,323
47
– –
-3,417
48
– –
-13,534
49
– –
-5,567
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