WFA
Wipfli Financial Advisors Portfolio holdings
AUM
$1.42B
1-Year Return
20.63%
This Quarter Return
-4.04%
1 Year Return
-20.63%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$991M
AUM Growth
+$119M
(+14%)
Cap. Flow
+$154M
Cap. Flow
% of AUM
15.52%
Top 10 Holdings %
Top 10 Hldgs %
84.6%
Holding
100
New
54
Increased
28
Reduced
8
Closed
4
Top Buys
| 1 |
Avantis International Equity ETF
AVDE
|
$14.3M |
| 2 |
Avantis US Equity ETF
AVUS
|
$12.6M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$12.3M |
| 4 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
$10.6M |
| 5 |
iShares Global REIT ETF
REET
|
$8.97M |
Top Sells
| 1 |
Vanguard Small-Cap Growth ETF
VBK
|
$944K |
| 2 |
Dimensional US Targeted Value ETF
DFAT
|
$836K |
| 3 |
Dimensional International Value ETF
DFIV
|
$706K |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$452K |
| 5 |
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% |
