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
DRE
526
DELISTED
Duke Realty Corp.
DRE
$160K 0.01%
+3,318
HRL icon
527
Hormel Foods
HRL
$13.5B
$159K 0.01%
+3,496
BABA icon
528
Alibaba
BABA
$414B
$158K 0.01%
+1,970
DRI icon
529
Darden Restaurants
DRI
$23.7B
$158K 0.01%
+1,253
LNC icon
530
Lincoln National
LNC
$7.66B
$158K 0.01%
+3,600
MPWR icon
531
Monolithic Power Systems
MPWR
$51B
$158K 0.01%
+435
XYZ
532
Block Inc
XYZ
$40.6B
$157K 0.01%
+2,851
AEE icon
533
Ameren
AEE
$27.7B
$156K 0.01%
+1,939
ANSS
534
DELISTED
Ansys
ANSS
$156K 0.01%
+705
TREX icon
535
Trex
TREX
$4.56B
$156K 0.01%
+3,556
HE icon
536
Hawaiian Electric Industries
HE
$2.54B
$155K 0.01%
+4,462
RGEN icon
537
Repligen
RGEN
$9.14B
$155K 0.01%
+831
SJM icon
538
J.M. Smucker
SJM
$10.9B
$155K 0.01%
+1,127
XLP icon
539
State Street Consumer Staples Select Sector SPDR ETF
XLP
$16.4B
$154K 0.01%
+2,312
TS icon
540
Tenaris
TS
$22.4B
$154K 0.01%
+5,951
JBL icon
541
Jabil
JBL
$25.7B
$152K 0.01%
+2,635
MOH icon
542
Molina Healthcare
MOH
$10.4B
$152K 0.01%
+461
RS icon
543
Reliance Steel & Aluminium
RS
$17.2B
$152K 0.01%
+874
ALLY icon
544
Ally Financial
ALLY
$12.7B
$151K 0.01%
+5,428
BR icon
545
Broadridge
BR
$24.2B
$150K 0.01%
+1,038
JHG icon
546
Janus Henderson
JHG
$7.17B
$150K 0.01%
+7,374
SANM icon
547
Sanmina
SANM
$9.7B
$150K 0.01%
+3,248
ALE
548
DELISTED
Allete
ALE
$149K 0.01%
+2,984
BK icon
549
Bank of New York Mellon
BK
$80.9B
$149K 0.01%
+3,881
CHT icon
550
Chunghwa Telecom
CHT
$33.4B
$149K 0.01%
+4,198