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
$991M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$12.6M
3
+$12.3M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$10.6M
5
REET icon
iShares Global REIT ETF
REET
+$8.97M

Top Sells

1
+$944K
2
+$836K
3
+$706K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$452K
5
UNH icon
UnitedHealth
UNH
+$254K

Sector Composition

1 Technology 0.4%
2 Financials 0.13%
3 Consumer Discretionary 0.13%
4 Industrials 0.12%
5 Consumer Staples 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.78M 0.28%
17,115
+12,221
27
$2.74M 0.28%
+32,796
28
$2.46M 0.25%
+71,602
29
$2.22M 0.22%
4,897
+2,517
30
$2.01M 0.2%
+5,956
31
$1.79M 0.18%
+14,371
32
$1.7M 0.17%
+61,082
33
$1.42M 0.14%
3,425
+838
34
$1.37M 0.14%
+5,463
35
$1.34M 0.14%
53,802
+24,178
36
$1.22M 0.12%
16,463
37
$1.19M 0.12%
5,619
+4,104
38
$1.18M 0.12%
4,109
+484
39
$1.06M 0.11%
7,894
+3,220
40
$1M 0.1%
3,349
+2,718
41
$907K 0.09%
2,943
+2,244
42
$884K 0.09%
+5,788
43
$863K 0.09%
+3,630
44
$851K 0.09%
5,763
+1,074
45
$848K 0.09%
+19,057
46
$806K 0.08%
+9,415
47
$751K 0.08%
2,127
+296
48
$740K 0.07%
+15,686
49
$705K 0.07%
8,413
50
$703K 0.07%
1,938
+262
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