WFA

Wipfli Financial Advisors Portfolio holdings

AUM $1.42B
1-Year Est. Return 20.63%
This Fund
S&P 500
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 +$55.3M
2 +$31.8M
3 +$29.6M
4
MSFT icon
Microsoft
MSFT
+$20.4M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$15.5M

Top Sells

1 +$22.9M
2 +$8.29M
3 +$6.75M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$4.35M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$4.15M

Sector Composition

1 Technology 6.97%
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
JBHT icon
776
JB Hunt Transport Services
JBHT
$19.9B
$91K 0.01%
+582
SBRA icon
777
Sabra Healthcare REIT
SBRA
$5.21B
$90K 0.01%
+6,883
ARGX icon
778
argenx
ARGX
$45.1B
$90K 0.01%
+254
ESML icon
779
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.24B
$90K 0.01%
+2,937
LHCG
780
DELISTED
LHC Group LLC
LHCG
$90K 0.01%
+551
ZBH icon
781
Zimmer Biomet
ZBH
$18.3B
$90K 0.01%
+859
HSIC icon
782
Henry Schein
HSIC
$8.77B
$89K 0.01%
+1,360
JKS
783
JinkoSolar
JKS
$1.34B
$89K 0.01%
+1,605
MANH icon
784
Manhattan Associates
MANH
$8.58B
$89K 0.01%
+669
WPM icon
785
Wheaton Precious Metals
WPM
$67.5B
$89K 0.01%
+2,739
FICO icon
786
Fair Isaac
FICO
$27.6B
$88K 0.01%
+213
NAVI icon
787
Navient
NAVI
$771M
$88K 0.01%
+5,991
VPL icon
788
Vanguard FTSE Pacific ETF
VPL
$8.25B
$88K 0.01%
+1,540
FDN icon
789
First Trust Dow Jones Internet Index Fund ETF
FDN
$4.9B
$88K 0.01%
+700
CPK icon
790
Chesapeake Utilities
CPK
$3.08B
$88K 0.01%
+757
DKS icon
791
Dick's Sporting Goods
DKS
$17.6B
$88K 0.01%
+841
AVAH icon
792
Aveanna Healthcare
AVAH
$1.47B
$87K 0.01%
+57,964
VDE icon
793
Vanguard Energy ETF
VDE
$9.43B
$87K 0.01%
+850
DOCU
794
DocuSign
DOCU
$9.61B
$86K 0.01%
+1,607
TRP icon
795
TC Energy
TRP
$65.7B
$86K 0.01%
+2,103
WTW icon
796
Willis Towers Watson
WTW
$27.4B
$86K 0.01%
+424
BG icon
797
Bunge Global
BG
$23.7B
$85K 0.01%
+1,025
GNRC icon
798
Generac Holdings
GNRC
$12.5B
$85K 0.01%
+479
IJJ icon
799
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.01B
$85K 0.01%
+944
LPX icon
800
Louisiana-Pacific
LPX
$5.38B
$85K 0.01%
+1,663