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
AGCO icon
701
AGCO
AGCO
$8.43B
$105K 0.01%
+1,097
BNS icon
702
Scotiabank
BNS
$91.8B
$105K 0.01%
+2,209
SUI icon
703
Sun Communities
SUI
$15.5B
$105K 0.01%
+770
TKR icon
704
Timken Company
TKR
$6.48B
$105K 0.01%
+1,783
RIVN icon
705
Rivian
RIVN
$19.5B
$104K 0.01%
+3,173
B
706
Barrick Mining
B
$84.7B
$103K 0.01%
+6,663
HII icon
707
Huntington Ingalls Industries
HII
$16.3B
$103K 0.01%
+464
LKQ icon
708
LKQ Corp
LKQ
$8.66B
$103K 0.01%
+2,177
NICE icon
709
Nice
NICE
$7.04B
$103K 0.01%
+546
PINS icon
710
Pinterest
PINS
$17.6B
$103K 0.01%
+4,418
WDS icon
711
Woodside Energy
WDS
$31.8B
$103K 0.01%
+4,992
BMI icon
712
Badger Meter
BMI
$4.97B
$103K 0.01%
+1,118
CINF icon
713
Cincinnati Financial
CINF
$24.4B
$103K 0.01%
+1,140
APTV icon
714
Aptiv
APTV
$16.5B
$102K 0.01%
+1,307
GATX icon
715
GATX Corp
GATX
$6.57B
$102K 0.01%
+1,201
HOG icon
716
Harley-Davidson
HOG
$2.41B
$102K 0.01%
+2,917
NNN icon
717
NNN REIT
NNN
$7.98B
$102K 0.01%
+2,566
STOR
718
DELISTED
STORE Capital Corporation
STOR
$101K 0.01%
+3,211
ESGE icon
719
iShares ESG Aware MSCI EM ETF
ESGE
$5.99B
$101K 0.01%
+3,642
NBIX icon
720
Neurocrine Biosciences
NBIX
$13.6B
$101K 0.01%
+950
RGA icon
721
Reinsurance Group of America
RGA
$12.7B
$101K 0.01%
+806
ASGN icon
722
ASGN Inc
ASGN
$2.17B
$100K 0.01%
+1,104
ESS icon
723
Essex Property Trust
ESS
$16.4B
$100K 0.01%
+412
SMMD icon
724
iShares Russell 2500 ETF
SMMD
$2.24B
$100K 0.01%
+2,001
BUD icon
725
AB InBev
BUD
$135B
$100K 0.01%
+2,207