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
BALL icon
601
Ball Corp
BALL
$15.3B
$134K 0.01%
+2,789
CBZ icon
602
CBIZ
CBZ
$2.23B
$134K 0.01%
+3,133
DECK icon
603
Deckers Outdoor
DECK
$14.6B
$134K 0.01%
+2,568
EXPD icon
604
Expeditors International
EXPD
$21.4B
$134K 0.01%
+1,520
DGX icon
605
Quest Diagnostics
DGX
$20.2B
$133K 0.01%
+1,086
SYF icon
606
Synchrony
SYF
$27.5B
$133K 0.01%
+4,714
VFH icon
607
Vanguard Financials ETF
VFH
$13.1B
$133K 0.01%
+1,778
BKR icon
608
Baker Hughes
BKR
$54B
$133K 0.01%
+6,347
ACGL icon
609
Arch Capital
ACGL
$33.8B
$132K 0.01%
+2,900
NGG icon
610
National Grid
NGG
$80.8B
$132K 0.01%
+2,765
RPM icon
611
RPM International
RPM
$14B
$132K 0.01%
+1,579
WELL icon
612
Welltower
WELL
$126B
$132K 0.01%
+2,049
VXF icon
613
Vanguard Extended Market ETF
VXF
$26.2B
$131K 0.01%
1,034
-797
WBD icon
614
Warner Bros
WBD
$70.6B
$131K 0.01%
+11,354
TEAM icon
615
Atlassian
TEAM
$34.4B
$130K 0.01%
+618
ALC icon
616
Alcon
ALC
$39.4B
$129K 0.01%
+2,214
AES icon
617
AES
AES
$10.1B
$128K 0.01%
+5,644
KBH icon
618
KB Home
KBH
$3.73B
$128K 0.01%
+4,948
RDY icon
619
Dr. Reddy's Laboratories
RDY
$11.3B
$128K 0.01%
+12,225
UBER icon
620
Uber
UBER
$169B
$127K 0.01%
+4,787
EMN icon
621
Eastman Chemical
EMN
$7.79B
$127K 0.01%
+1,778
ON icon
622
ON Semiconductor
ON
$24.7B
$127K 0.01%
+2,030
REXR icon
623
Rexford Industrial Realty
REXR
$9.27B
$127K 0.01%
+2,427
KB icon
624
KB Financial Group
KB
$33.9B
$126K 0.01%
+4,174
ANET icon
625
Arista Networks
ANET
$171B
$125K 0.01%
+4,424