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
PHI icon
901
PLDT
PHI
$4.75B
$72K 0.01%
+2,865
REZI icon
902
Resideo Technologies
REZI
$5.19B
$72K 0.01%
+3,778
CPRI icon
903
Capri Holdings
CPRI
$2.18B
$71K 0.01%
+1,858
JOYY
904
JOYY Inc
JOYY
$3.15B
$71K 0.01%
+2,665
AEL
905
DELISTED
American Equity Investment Life Holding Company
AEL
$71K 0.01%
+1,902
DXC icon
906
DXC Technology
DXC
$2.09B
$71K 0.01%
+2,898
WH icon
907
Wyndham Hotels & Resorts
WH
$5.61B
$71K 0.01%
+1,154
BLD icon
908
TopBuild
BLD
$10.8B
$70K ﹤0.01%
+424
CWI icon
909
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.46B
$70K ﹤0.01%
+3,289
DIOD icon
910
Diodes
DIOD
$2.92B
$70K ﹤0.01%
+1,082
IYR icon
911
iShares US Real Estate ETF
IYR
$4.56B
$70K ﹤0.01%
+854
MED icon
912
Medifast
MED
$118M
$70K ﹤0.01%
+637
QRVO icon
913
Qorvo
QRVO
$7.32B
$70K ﹤0.01%
+886
CAJ
914
DELISTED
Canon, Inc.
CAJ
$70K ﹤0.01%
+3,207
PBR icon
915
Petrobras
PBR
$122B
$70K ﹤0.01%
+5,684
HQY icon
916
HealthEquity
HQY
$6.67B
$69K ﹤0.01%
+1,024
SKX
917
DELISTED
Skechers
SKX
$69K ﹤0.01%
+2,179
SRC
918
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
$69K ﹤0.01%
+1,893
CRH icon
919
CRH
CRH
$69.9B
$69K ﹤0.01%
+2,143
DOC icon
920
Healthpeak Properties
DOC
$12B
$69K ﹤0.01%
+3,022
EIX icon
921
Edison International
EIX
$27.6B
$69K ﹤0.01%
+1,201
FE icon
922
FirstEnergy
FE
$29.3B
$69K ﹤0.01%
+1,867
INCY icon
923
Incyte
INCY
$19B
$69K ﹤0.01%
+1,036
MELI icon
924
Mercado Libre
MELI
$88.6B
$69K ﹤0.01%
+83
PPBI
925
DELISTED
Pacific Premier Bancorp
PPBI
$69K ﹤0.01%
+2,219