Wipfli Financial Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Avantis International Equity ETF
AVDE
|
+$14.4M |
| 2 |
Avantis US Equity ETF
AVUS
|
+$12.4M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$12.2M |
| 4 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
+$10.8M |
| 5 |
iShares Global REIT ETF
REET
|
+$8.77M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Small-Cap Growth ETF
VBK
|
+$944K |
| 2 |
Dimensional US Targeted Value ETF
DFAT
|
+$836K |
| 3 |
Dimensional International Value ETF
DFIV
|
+$712K |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$441K |
| 5 |
UnitedHealth
UNH
|
+$254K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 0.4% |
| 2 | Financials | 0.13% |
| 3 | Consumer Discretionary | 0.13% |
| 4 | Industrials | 0.12% |
| 5 | Consumer Staples | 0.09% |
Similar funds
Wipfli Financial Advisors's Q1 2022 Portfolio in Review
As of Q1 2022, Wipfli Financial Advisors held 100 positions worth $991M, up 14% from $872M the previous quarter. Its ten largest holdings account for 85% of the portfolio.
Wipfli Financial Advisors deployed $154M of net new capital in Q1 2022, opening 54 new positions and adding to 28 existing holdings. Its largest new stake was iShares Core S&P Mid-Cap ETF: 229,945 shares worth $12.3M.
By sector, the portfolio is most concentrated in Technology at 0.4% of assets, up from 0.06% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was Dimensional US Targeted Value ETF, an estimated $836K trimmed.
- Wipfli Financial Advisors's largest Q1 2022 buy was iShares Core S&P Mid-Cap ETF: 229,945 shares worth $12.3M.
- Wipfli Financial Advisors added most to Avantis International Equity ETF in Q1 2022, an estimated $14.4M increase.
- Wipfli Financial Advisors's biggest Q1 2022 reduction was Dimensional US Targeted Value ETF, cutting an estimated $836K.
- Wipfli Financial Advisors fully exited Vanguard Morningstar Small-Cap Growth ETF in Q1 2022, selling an estimated $944K.
- Wipfli Financial Advisors's ten largest holdings make up 85% of its $991M portfolio in Q1 2022.
- Wipfli Financial Advisors opened 54 new positions and closed 4 in Q1 2022.
- Wipfli Financial Advisors's portfolio value rose 14% quarter-over-quarter to $991M.
Based on Wipfli Financial Advisors's 13F filing for Q1 2022, filed 22 Apr 2022.