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
CTXS
676
DELISTED
Citrix Systems Inc
CTXS
$113K 0.01%
+1,086
AVB icon
677
AvalonBay Communities
AVB
$25.1B
$112K 0.01%
+605
ELP
678
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
$111K 0.01%
+23,321
CACI icon
679
CACI
CACI
$14.6B
$110K 0.01%
+420
GRMN icon
680
Garmin
GRMN
$39.9B
$110K 0.01%
+1,365
MAA icon
681
Mid-America Apartment Communities
MAA
$15.8B
$110K 0.01%
+709
MOMO
682
Hello Group
MOMO
$1.11B
$110K 0.01%
+23,799
CPT icon
683
Camden Property Trust
CPT
$11.4B
$110K 0.01%
+916
HOLX icon
684
Hologic
HOLX
$16.7B
$109K 0.01%
+1,686
POWI icon
685
Power Integrations
POWI
$2.45B
$109K 0.01%
+1,695
RACE icon
686
Ferrari
RACE
$59.4B
$109K 0.01%
+589
ZM icon
687
Zoom
ZM
$25.4B
$109K 0.01%
+1,483
CIEN icon
688
Ciena
CIEN
$32.2B
$109K 0.01%
+2,696
FTCS icon
689
First Trust Capital Strength ETF
FTCS
$8.26B
$109K 0.01%
+1,648
AMN icon
690
AMN Healthcare
AMN
$774M
$108K 0.01%
+1,018
FNB icon
691
FNB Corp
FNB
$6.22B
$108K 0.01%
+9,320
JAZZ icon
692
Jazz Pharmaceuticals
JAZZ
$10.3B
$108K 0.01%
+812
SWKS icon
693
Skyworks Solutions
SWKS
$8.85B
$108K 0.01%
+1,272
DVY icon
694
iShares Select Dividend ETF
DVY
$21.7B
$107K 0.01%
+999
HMC icon
695
Honda
HMC
$39.4B
$107K 0.01%
+4,963
TWNK
696
DELISTED
Hostess Brands, Inc. Class A Common Stock
TWNK
$107K 0.01%
+4,594
ABCB icon
697
Ameris Bancorp
ABCB
$5.52B
$106K 0.01%
+2,363
VBK icon
698
Vanguard Small-Cap Growth ETF
VBK
$22.2B
$106K 0.01%
+544
GPC icon
699
Genuine Parts
GPC
$19.1B
$106K 0.01%
+705
HAS icon
700
Hasbro
HAS
$12.4B
$106K 0.01%
+1,579