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
THO icon
926
Thor Industries
THO
$4.46B
$68K ﹤0.01%
+978
WAB icon
927
Wabtec
WAB
$42.1B
$68K ﹤0.01%
+833
LYG icon
928
Lloyds Banking Group
LYG
$78.9B
$68K ﹤0.01%
+38,244
AER icon
929
AerCap
AER
$22.9B
$68K ﹤0.01%
+1,596
GLPI icon
930
Gaming and Leisure Properties
GLPI
$13.7B
$68K ﹤0.01%
+1,539
HMY icon
931
Harmony Gold Mining
HMY
$11.8B
$68K ﹤0.01%
+28,187
CMRE icon
932
Costamare
CMRE
$2.05B
$67K ﹤0.01%
+7,513
CXT icon
933
Crane NXT
CXT
$2.59B
$67K ﹤0.01%
+2,202
IMOS
934
ChipMOS TECHNOLOGIES
IMOS
$1.35B
$67K ﹤0.01%
+3,630
RVT icon
935
Royce Value Trust
RVT
$2.06B
$67K ﹤0.01%
+5,350
RWL icon
936
Invesco S&P 500 Revenue ETF
RWL
$8.06B
$67K ﹤0.01%
+1,000
FUL icon
937
H.B. Fuller
FUL
$3.18B
$67K ﹤0.01%
+1,116
AMX icon
938
America Movil
AMX
$72B
$66K ﹤0.01%
+4,001
BBWI icon
939
Bath & Body Works
BBWI
$4.18B
$66K ﹤0.01%
+2,034
GH icon
940
Guardant Health
GH
$11.9B
$66K ﹤0.01%
+1,222
RGLD icon
941
Royal Gold
RGLD
$23.9B
$66K ﹤0.01%
+699
SLM icon
942
SLM Corp
SLM
$3.95B
$66K ﹤0.01%
+4,730
TDOC icon
943
Teladoc Health
TDOC
$994M
$66K ﹤0.01%
+2,587
XT icon
944
iShares Future Exponential Technologies ETF
XT
$3.54B
$66K ﹤0.01%
+1,477
CHKP icon
945
Check Point Software Technologies
CHKP
$16.9B
$65K ﹤0.01%
+582
YUMC icon
946
Yum China
YUMC
$18.7B
$65K ﹤0.01%
+1,378
CPAY icon
947
Corpay
CPAY
$22.4B
$65K ﹤0.01%
+371
EXPE icon
948
Expedia Group
EXPE
$28.4B
$65K ﹤0.01%
+699
IRDM icon
949
Iridium Communications
IRDM
$2.61B
$65K ﹤0.01%
+1,457
JD icon
950
JD.com
JD
$39.3B
$65K ﹤0.01%
+1,302