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
$74.8B
$52K ﹤0.01%
+7,090
EPD icon
1052
Enterprise Products Partners
EPD
$71.8B
$52K ﹤0.01%
+2,198
GT icon
1053
Goodyear
GT
$2.73B
$52K ﹤0.01%
+5,147
LECO icon
1054
Lincoln Electric
LECO
$14.4B
$52K ﹤0.01%
+410
LND
1055
BrasilAgro
LND
$394M
$52K ﹤0.01%
+9,310
MFG icon
1056
Mizuho Financial
MFG
$103B
$52K ﹤0.01%
+23,375
UNF icon
1057
Unifirst Corp
UNF
$3.77B
$52K ﹤0.01%
+311
VC icon
1058
Visteon
VC
$2.53B
$52K ﹤0.01%
+487
MSEX icon
1059
Middlesex Water
MSEX
$981M
$52K ﹤0.01%
+671
CLF icon
1060
Cleveland-Cliffs
CLF
$8.17B
$51K ﹤0.01%
+3,774
CW icon
1061
Curtiss-Wright
CW
$24.2B
$51K ﹤0.01%
+367
E icon
1062
ENI
E
$57.2B
$51K ﹤0.01%
+2,393
FINV
1063
FinVolution Group
FINV
$1.31B
$51K ﹤0.01%
+11,837
KMX icon
1064
CarMax
KMX
$6.78B
$51K ﹤0.01%
+779
PII icon
1065
Polaris
PII
$3.99B
$51K ﹤0.01%
+536
SLF icon
1066
Sun Life Financial
SLF
$34.6B
$51K ﹤0.01%
+1,280
TEF
1067
DELISTED
Telefonica
TEF
$51K ﹤0.01%
+15,834
VIPS icon
1068
Vipshop
VIPS
$8.59B
$51K ﹤0.01%
+6,096
WGO icon
1069
Winnebago Industries
WGO
$1.37B
$51K ﹤0.01%
+960
PACW
1070
DELISTED
PacWest Bancorp
PACW
$51K ﹤0.01%
+2,235
XLB icon
1071
State Street Materials Select Sector SPDR ETF
XLB
$5.97B
$51K ﹤0.01%
+1,510
LMND icon
1072
Lemonade
LMND
$7.22B
$50K ﹤0.01%
+2,340
NVT icon
1073
nVent Electric
NVT
$18B
$50K ﹤0.01%
+1,581
SIGA icon
1074
SIGA Technologies
SIGA
$482M
$50K ﹤0.01%
+4,846
TEX icon
1075
Terex
TEX
$4.04B
$50K ﹤0.01%
+1,674