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
CBZ icon
601
CBIZ
CBZ
$2.85B
$134K 0.01%
+3,133
EXPD icon
602
Expeditors International
EXPD
$20.3B
$134K 0.01%
+1,520
BALL icon
603
Ball Corp
BALL
$13.1B
$134K 0.01%
+2,789
DECK icon
604
Deckers Outdoor
DECK
$14.5B
$134K 0.01%
+2,568
BKR icon
605
Baker Hughes
BKR
$48.5B
$133K 0.01%
+6,347
DGX icon
606
Quest Diagnostics
DGX
$20.3B
$133K 0.01%
+1,086
SYF icon
607
Synchrony
SYF
$28.9B
$133K 0.01%
+4,714
VFH icon
608
Vanguard Financials ETF
VFH
$13.2B
$133K 0.01%
+1,778
ACGL icon
609
Arch Capital
ACGL
$33.3B
$132K 0.01%
+2,900
NGG icon
610
National Grid
NGG
$74.8B
$132K 0.01%
+2,726
RPM icon
611
RPM International
RPM
$13.5B
$132K 0.01%
+1,579
WELL icon
612
Welltower
WELL
$140B
$132K 0.01%
+2,049
VXF icon
613
Vanguard Extended Market ETF
VXF
$25.1B
$131K 0.01%
1,034
-797
WBD icon
614
Warner Bros
WBD
$64.6B
$131K 0.01%
+11,354
TEAM icon
615
Atlassian
TEAM
$41.9B
$130K 0.01%
+618
ALC icon
616
Alcon
ALC
$39.7B
$129K 0.01%
+2,214
AES icon
617
AES
AES
$9.91B
$128K 0.01%
+5,644
KBH icon
618
KB Home
KBH
$4.1B
$128K 0.01%
+4,948
RDY icon
619
Dr. Reddy's Laboratories
RDY
$11.8B
$128K 0.01%
+12,225
EMN icon
620
Eastman Chemical
EMN
$7.02B
$127K 0.01%
+1,778
ON icon
621
ON Semiconductor
ON
$22B
$127K 0.01%
+2,030
REXR icon
622
Rexford Industrial Realty
REXR
$9.48B
$127K 0.01%
+2,427
UBER icon
623
Uber
UBER
$190B
$127K 0.01%
+4,787
KB icon
624
KB Financial Group
KB
$31.7B
$126K 0.01%
+4,174
ANET icon
625
Arista Networks
ANET
$162B
$125K 0.01%
+4,424