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
$991M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$12.6M
3
+$12.3M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$10.6M
5
REET icon
iShares Global REIT ETF
REET
+$8.97M

Top Sells

1
+$944K
2
+$836K
3
+$706K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$452K
5
UNH icon
UnitedHealth
UNH
+$254K

Sector Composition

1 Technology 0.4%
2 Financials 0.13%
3 Consumer Discretionary 0.13%
4 Industrials 0.12%
5 Consumer Staples 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$674K 0.07%
+12,470
52
$655K 0.07%
3,752
+2,309
53
$607K 0.06%
+10,538
54
$602K 0.06%
13,342
+20
55
$602K 0.06%
+11,151
56
$597K 0.06%
+18,509
57
$537K 0.05%
+7,285
58
$515K 0.05%
28,024
59
$503K 0.05%
+10,247
60
$473K 0.05%
+1,659
61
$465K 0.05%
18,380
-4,892
62
$459K 0.05%
+5,769
63
$451K 0.05%
+8,576
64
$425K 0.04%
+3,430
65
$410K 0.04%
1,800
+183
66
$395K 0.04%
+1,741
67
$384K 0.04%
+7,991
68
$371K 0.04%
+7,393
69
$368K 0.04%
13,087
70
$354K 0.04%
+1,276
71
$354K 0.04%
5,026
72
$349K 0.04%
+2,888
73
$337K 0.03%
+2,032
74
$335K 0.03%
+6,507
75
$334K 0.03%
4,532
+502
1 2
3
4