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
DB icon
1051
Deutsche Bank
DB
$69.8B
$52K ﹤0.01%
+7,090
EPD icon
1052
Enterprise Products Partners
EPD
$70.5B
$52K ﹤0.01%
+2,198
GT icon
1053
Goodyear
GT
$2.46B
$52K ﹤0.01%
+5,147
LECO icon
1054
Lincoln Electric
LECO
$13.5B
$52K ﹤0.01%
+410
LND
1055
BrasilAgro
LND
$374M
$52K ﹤0.01%
+9,310
MFG icon
1056
Mizuho Financial
MFG
$91.1B
$52K ﹤0.01%
+23,375
UNF icon
1057
Unifirst Corp
UNF
$3.28B
$52K ﹤0.01%
+311
MSEX icon
1058
Middlesex Water
MSEX
$952M
$52K ﹤0.01%
+671
VC icon
1059
Visteon
VC
$2.71B
$52K ﹤0.01%
+487
CLF icon
1060
Cleveland-Cliffs
CLF
$7B
$51K ﹤0.01%
+3,774
CW icon
1061
Curtiss-Wright
CW
$20.1B
$51K ﹤0.01%
+367
E icon
1062
ENI
E
$55.4B
$51K ﹤0.01%
+2,393
FINV
1063
FinVolution Group
FINV
$1.32B
$51K ﹤0.01%
+11,837
KMX icon
1064
CarMax
KMX
$5.7B
$51K ﹤0.01%
+779
PII icon
1065
Polaris
PII
$3.79B
$51K ﹤0.01%
+536
SLF icon
1066
Sun Life Financial
SLF
$32.6B
$51K ﹤0.01%
+1,280
TEF icon
1067
Telefonica
TEF
$23.7B
$51K ﹤0.01%
+15,834
VIPS icon
1068
Vipshop
VIPS
$9.92B
$51K ﹤0.01%
+6,096
WGO icon
1069
Winnebago Industries
WGO
$1.07B
$51K ﹤0.01%
+960
XLB icon
1070
State Street Materials Select Sector SPDR ETF
XLB
$2.55B
$51K ﹤0.01%
+755
PACW
1071
DELISTED
PacWest Bancorp
PACW
$51K ﹤0.01%
+2,235
BC icon
1072
Brunswick
BC
$4.55B
$50K ﹤0.01%
+770
CADE icon
1073
Cadence Bank
CADE
$7.72B
$50K ﹤0.01%
+1,949
CCS icon
1074
Century Communities
CCS
$1.83B
$50K ﹤0.01%
+1,179
CPF icon
1075
Central Pacific Financial
CPF
$819M
$50K ﹤0.01%
+2,435