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
$1.42B
AUM Growth
+$503M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,647
New
Increased
Reduced
Closed

Top Buys

1 +$50.3M
2 +$28M
3 +$26.9M
4
MSFT icon
Microsoft
MSFT
+$18M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$13.9M

Top Sells

1 +$20.6M
2 +$7.48M
3 +$6.17M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$3.96M
5
DFIV icon
Dimensional International Value ETF
DFIV
+$3.92M

Sector Composition

1 Technology 6.98%
2 Financials 4.2%
3 Healthcare 4.06%
4 Consumer Discretionary 3.2%
5 Industrials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AJG icon
476
Arthur J. Gallagher & Co
AJG
$61.6B
$181K 0.01%
+1,056
DHS icon
477
WisdomTree US High Dividend Fund
DHS
$1.3B
$181K 0.01%
+2,382
DTE icon
478
DTE Energy
DTE
$27.3B
$181K 0.01%
+1,563
CFG icon
479
Citizens Financial Group
CFG
$23.8B
$180K 0.01%
+5,247
LUV icon
480
Southwest Airlines
LUV
$19.6B
$180K 0.01%
+5,847
RJF icon
481
Raymond James Financial
RJF
$32.1B
$179K 0.01%
+1,810
AFG icon
482
American Financial Group
AFG
$11.1B
$178K 0.01%
+1,452
PPG icon
483
PPG Industries
PPG
$22.7B
$178K 0.01%
+1,610
AKAM icon
484
Akamai
AKAM
$12B
$177K 0.01%
+2,208
TTC icon
485
Toro Company
TTC
$6.97B
$177K 0.01%
+2,052
VWOB icon
486
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.29B
$177K 0.01%
+3,080
J icon
487
Jacobs Solutions
J
$16.7B
$176K 0.01%
+1,965
SNOW icon
488
Snowflake
SNOW
$77.5B
$175K 0.01%
+1,030
BHF icon
489
Brighthouse Financial
BHF
$3.74B
$174K 0.01%
+4,002
KDP icon
490
Keurig Dr Pepper
KDP
$39B
$174K 0.01%
+4,830
VCSH icon
491
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.9B
$174K 0.01%
2,347
-4,272
NRG icon
492
NRG Energy
NRG
$31.2B
$173K 0.01%
+4,514
EQH icon
493
Equitable Holdings
EQH
$13.1B
$172K 0.01%
+6,543
MOS icon
494
The Mosaic Company
MOS
$7.49B
$172K 0.01%
+3,561
RZV icon
495
Invesco S&P SmallCap 600 Pure Value ETF
RZV
$228M
$172K 0.01%
+2,251
ARW icon
496
Arrow Electronics
ARW
$5.79B
$171K 0.01%
+1,860
GMAB icon
497
Genmab
GMAB
$19.6B
$171K 0.01%
+5,313
LVS icon
498
Las Vegas Sands
LVS
$44.8B
$171K 0.01%
+4,551
TDG icon
499
TransDigm Group
TDG
$75.9B
$171K 0.01%
+325
FRC
500
DELISTED
First Republic Bank
FRC
$171K 0.01%
+1,312