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
AER icon
926
AerCap
AER
$23.8B
$68K ﹤0.01%
+1,596
GLPI icon
927
Gaming and Leisure Properties
GLPI
$11.9B
$68K ﹤0.01%
+1,539
HMY icon
928
Harmony Gold Mining
HMY
$12B
$68K ﹤0.01%
+28,187
LYG icon
929
Lloyds Banking Group
LYG
$75.4B
$68K ﹤0.01%
+38,244
THO icon
930
Thor Industries
THO
$5.33B
$68K ﹤0.01%
+978
WAB icon
931
Wabtec
WAB
$36.7B
$68K ﹤0.01%
+833
CMRE icon
932
Costamare
CMRE
$1.94B
$67K ﹤0.01%
+7,513
CXT icon
933
Crane NXT
CXT
$3.34B
$67K ﹤0.01%
+2,202
FUL icon
934
H.B. Fuller
FUL
$3.15B
$67K ﹤0.01%
+1,116
IMOS
935
ChipMOS TECHNOLOGIES
IMOS
$973M
$67K ﹤0.01%
+3,630
RVT icon
936
Royce Value Trust
RVT
$1.96B
$67K ﹤0.01%
+5,350
RWL icon
937
Invesco S&P 500 Revenue ETF
RWL
$7.13B
$67K ﹤0.01%
+1,000
AMX icon
938
America Movil
AMX
$64.9B
$66K ﹤0.01%
+4,001
BBWI icon
939
Bath & Body Works
BBWI
$3.85B
$66K ﹤0.01%
+2,034
GH icon
940
Guardant Health
GH
$13.2B
$66K ﹤0.01%
+1,222
RGLD icon
941
Royal Gold
RGLD
$17B
$66K ﹤0.01%
+699
SLM icon
942
SLM Corp
SLM
$6.23B
$66K ﹤0.01%
+4,730
TDOC icon
943
Teladoc Health
TDOC
$1.35B
$66K ﹤0.01%
+2,587
XT icon
944
iShares Future Exponential Technologies ETF
XT
$3.72B
$66K ﹤0.01%
+1,477
EXPE icon
945
Expedia Group
EXPE
$32.3B
$65K ﹤0.01%
+699
IRDM icon
946
Iridium Communications
IRDM
$1.86B
$65K ﹤0.01%
+1,457
JD icon
947
JD.com
JD
$42.4B
$65K ﹤0.01%
+1,302
M icon
948
Macy's
M
$6.05B
$65K ﹤0.01%
+4,154
YUMC icon
949
Yum China
YUMC
$16.5B
$65K ﹤0.01%
+1,378
CPAY icon
950
Corpay
CPAY
$21.7B
$65K ﹤0.01%
+371