WFA

Wipfli Financial Advisors Portfolio holdings

AUM $1.42B
1-Year Est. Return 20.63%
This Fund
S&P 500
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 +$55.3M
2 +$31.8M
3 +$29.6M
4
MSFT icon
Microsoft
MSFT
+$20.4M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$15.5M

Top Sells

1 +$22.9M
2 +$8.29M
3 +$6.75M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$4.35M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$4.15M

Sector Composition

1 Technology 6.97%
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
DB icon
1051
Deutsche Bank
DB
$60.7B
$52K ﹤0.01%
+7,090
EPD icon
1052
Enterprise Products Partners
EPD
$79.4B
$52K ﹤0.01%
+2,198
GT icon
1053
Goodyear
GT
$2.04B
$52K ﹤0.01%
+5,147
LECO icon
1054
Lincoln Electric
LECO
$14.6B
$52K ﹤0.01%
+410
MFG icon
1055
Mizuho Financial
MFG
$102B
$52K ﹤0.01%
+23,375
UNF icon
1056
Unifirst Corp
UNF
$4.66B
$52K ﹤0.01%
+311
VC icon
1057
Visteon
VC
$2.47B
$52K ﹤0.01%
+487
LND
1058
BrasilAgro
LND
$423M
$52K ﹤0.01%
+9,310
MSEX icon
1059
Middlesex Water
MSEX
$965M
$52K ﹤0.01%
+671
SLF icon
1060
Sun Life Financial
SLF
$35.2B
$51K ﹤0.01%
+1,280
E icon
1061
ENI
E
$71.1B
$51K ﹤0.01%
+2,393
FINV
1062
FinVolution Group
FINV
$1.32B
$51K ﹤0.01%
+11,837
KMX icon
1063
CarMax
KMX
$5.98B
$51K ﹤0.01%
+779
PII icon
1064
Polaris
PII
$2.99B
$51K ﹤0.01%
+536
TEF
1065
DELISTED
Telefonica
TEF
$51K ﹤0.01%
+15,834
VIPS icon
1066
Vipshop
VIPS
$7.87B
$51K ﹤0.01%
+6,096
WGO icon
1067
Winnebago Industries
WGO
$964M
$51K ﹤0.01%
+960
PACW
1068
DELISTED
PacWest Bancorp
PACW
$51K ﹤0.01%
+2,235
CLF icon
1069
Cleveland-Cliffs
CLF
$5.44B
$51K ﹤0.01%
+3,774
CW icon
1070
Curtiss-Wright
CW
$25.9B
$51K ﹤0.01%
+367
XLB icon
1071
State Street Materials Select Sector SPDR ETF
XLB
$6.85B
$51K ﹤0.01%
+1,510
BKI
1072
DELISTED
Black Knight, Inc. Common Stock
BKI
$50K ﹤0.01%
+770
LMND icon
1073
Lemonade
LMND
$4.23B
$50K ﹤0.01%
+2,340
NVT icon
1074
nVent Electric
NVT
$17.6B
$50K ﹤0.01%
+1,581
SIGA icon
1075
SIGA Technologies
SIGA
$405M
$50K ﹤0.01%
+4,846