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
MAC icon
1026
Macerich
MAC
$4.55B
$55K ﹤0.01%
+6,888
AYI icon
1027
Acuity Brands
AYI
$11.4B
$55K ﹤0.01%
+351
QDEL icon
1028
QuidelOrtho
QDEL
$1.89B
$55K ﹤0.01%
+765
SFM icon
1029
Sprouts Farmers Market
SFM
$8.33B
$55K ﹤0.01%
+1,976
SQM icon
1030
Sociedad Química y Minera de Chile
SQM
$17.5B
$55K ﹤0.01%
+593
TFX icon
1031
Teleflex
TFX
$5.33B
$55K ﹤0.01%
+273
TPH icon
1032
Tri Pointe Homes
TPH
$2.88B
$55K ﹤0.01%
+3,666
VGK icon
1033
Vanguard FTSE Europe ETF
VGK
$28.4B
$55K ﹤0.01%
+1,185
WPC icon
1034
W.P. Carey
WPC
$14.5B
$55K ﹤0.01%
+795
WTRE icon
1035
WisdomTree New Economy Real Estate Fund
WTRE
$14.2M
$55K ﹤0.01%
+3,037
SCCO icon
1036
Southern Copper
SCCO
$115B
$54K ﹤0.01%
+1,267
UNFI icon
1037
United Natural Foods
UNFI
$2.08B
$54K ﹤0.01%
+1,575
BCC icon
1038
Boise Cascade
BCC
$2.71B
$54K ﹤0.01%
+902
CHE icon
1039
Chemed
CHE
$5.95B
$54K ﹤0.01%
+124
PDD icon
1040
Pinduoduo
PDD
$167B
$54K ﹤0.01%
+861
PSEC icon
1041
Prospect Capital
PSEC
$1.26B
$53K ﹤0.01%
+8,428
SJI
1042
DELISTED
South Jersey Industries, Inc.
SJI
$53K ﹤0.01%
+1,591
ASND icon
1043
Ascendis Pharma
ASND
$12.6B
$53K ﹤0.01%
+511
BKH icon
1044
Black Hills Corp
BKH
$5.28B
$53K ﹤0.01%
+786
BVN icon
1045
Compañía de Minas Buenaventura
BVN
$6.41B
$53K ﹤0.01%
+7,888
BXP icon
1046
Boston Properties
BXP
$11B
$53K ﹤0.01%
+702
CHX
1047
DELISTED
ChampionX
CHX
$53K ﹤0.01%
+2,726
NGVT icon
1048
Ingevity
NGVT
$1.9B
$53K ﹤0.01%
+868
PFGC icon
1049
Performance Food Group
PFGC
$14.3B
$53K ﹤0.01%
+1,234
BWA icon
1050
BorgWarner
BWA
$9.26B
$52K ﹤0.01%
+1,885