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
$991M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$12.6M
3
+$12.3M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$10.6M
5
REET icon
iShares Global REIT ETF
REET
+$8.97M

Top Sells

1
+$944K
2
+$836K
3
+$706K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$452K
5
UNH icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$326K 0.03%
2,018
+271
77
$303K 0.03%
+1,831
78
$290K 0.03%
+1,780
79
$288K 0.03%
+6,983
80
$288K 0.03%
+9,501
81
$287K 0.03%
+1,376
82
$279K 0.03%
+2,050
83
$275K 0.03%
+7,491
84
$271K 0.03%
+6,851
85
$262K 0.03%
+2,414
86
$259K 0.03%
+4,759
87
$256K 0.03%
+3,867
88
$250K 0.03%
+4,760
89
$239K 0.02%
2,177
-119
90
$226K 0.02%
+50,000
91
$226K 0.02%
+6,548
92
$222K 0.02%
2,120
93
$210K 0.02%
+2,542
94
$210K 0.02%
+2,382
95
$208K 0.02%
+2,511
96
– –
-3,430
97
– –
-9,230
98
– –
-506
99
– –
-3,351
1 2 3
4