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
BTI icon
626
British American Tobacco
BTI
$124B
$125K 0.01%
+3,487
ENB icon
627
Enbridge
ENB
$105B
$125K 0.01%
+3,376
XLV icon
628
State Street Health Care Select Sector SPDR ETF
XLV
$39.8B
$125K 0.01%
+1,036
BRO icon
629
Brown & Brown
BRO
$26.8B
$124K 0.01%
+2,052
GIB icon
630
CGI
GIB
$20.2B
$124K 0.01%
+1,654
LYB icon
631
LyondellBasell Industries
LYB
$14B
$124K 0.01%
+1,646
MAN icon
632
ManpowerGroup
MAN
$1.29B
$124K 0.01%
+1,919
WSM icon
633
Williams-Sonoma
WSM
$21.4B
$124K 0.01%
+2,108
BJ icon
634
BJs Wholesale Club
BJ
$12B
$123K 0.01%
+1,689
EPS icon
635
WisdomTree US LargeCap Fund
EPS
$1.33B
$123K 0.01%
+3,191
SNA icon
636
Snap-on
SNA
$18.1B
$123K 0.01%
+612
WAT icon
637
Waters Corp
WAT
$23.5B
$123K 0.01%
+457
ALNY icon
638
Alnylam Pharmaceuticals
ALNY
$60.5B
$122K 0.01%
+611
JKHY icon
639
Jack Henry & Associates
JKHY
$13.2B
$122K 0.01%
+668
AXON icon
640
Axon Enterprise
AXON
$43.5B
$121K 0.01%
+1,049
KMI icon
641
Kinder Morgan
KMI
$61.8B
$121K 0.01%
+7,243
LH icon
642
Labcorp
LH
$21.4B
$121K 0.01%
+690
OTIS icon
643
Otis Worldwide
OTIS
$33.7B
$121K 0.01%
+1,897
RUN icon
644
Sunrun
RUN
$4.08B
$121K 0.01%
+4,377
PKX icon
645
POSCO
PKX
$16B
$120K 0.01%
+3,270
TYL icon
646
Tyler Technologies
TYL
$20.2B
$120K 0.01%
+345
WIT icon
647
Wipro
WIT
$29.9B
$120K 0.01%
+50,792
CASY icon
648
Casey's General Stores
CASY
$21.1B
$120K 0.01%
+594
DOX icon
649
Amdocs
DOX
$8.4B
$120K 0.01%
+1,497
FMC icon
650
FMC
FMC
$1.66B
$119K 0.01%
+1,125