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
TEX icon
1076
Terex
TEX
$7.26B
$50K ﹤0.01%
+1,674
TOL icon
1077
Toll Brothers
TOL
$13.8B
$50K ﹤0.01%
+1,197
UAMY icon
1078
United States Antimony
UAMY
$1.57B
$50K ﹤0.01%
+136,180
WLK icon
1079
Westlake Corp
WLK
$13.5B
$50K ﹤0.01%
+570
XPO icon
1080
XPO
XPO
$22.8B
$50K ﹤0.01%
+1,873
BC icon
1081
Brunswick
BC
$4.67B
$50K ﹤0.01%
+770
CADE
1082
DELISTED
Cadence Bank
CADE
$50K ﹤0.01%
+1,949
CCS icon
1083
Century Communities
CCS
$1.74B
$50K ﹤0.01%
+1,179
CPF icon
1084
Central Pacific Financial
CPF
$817M
$50K ﹤0.01%
+2,435
DPZ icon
1085
Domino's
DPZ
$13.5B
$50K ﹤0.01%
+162
GMED icon
1086
Globus Medical
GMED
$11.7B
$50K ﹤0.01%
+842
HUBS icon
1087
HubSpot
HUBS
$14.2B
$49K ﹤0.01%
+180
L icon
1088
Loews
L
$22.5B
$49K ﹤0.01%
+989
ETRN
1089
DELISTED
Equitrans Midstream Corporation Common Stock
ETRN
$49K ﹤0.01%
+6,585
ICL icon
1090
ICL Group
ICL
$6.57B
$49K ﹤0.01%
+6,014
CRUS icon
1091
Cirrus Logic
CRUS
$6.84B
$49K ﹤0.01%
+711
FRT icon
1092
Federal Realty Investment Trust
FRT
$9.21B
$49K ﹤0.01%
+534
HEI icon
1093
HEICO Corp
HEI
$42.7B
$49K ﹤0.01%
+339
MIDD icon
1094
Middleby
MIDD
$7.58B
$48K ﹤0.01%
+374
BCE icon
1095
BCE
BCE
$24.6B
$48K ﹤0.01%
+1,124
BWXT icon
1096
BWX Technologies
BWXT
$17.9B
$48K ﹤0.01%
+959
CCK icon
1097
Crown Holdings
CCK
$11.9B
$48K ﹤0.01%
+596
CGNX icon
1098
Cognex
CGNX
$8.38B
$48K ﹤0.01%
+1,160
FN icon
1099
Fabrinet
FN
$19.5B
$48K ﹤0.01%
+508
GNTX icon
1100
Gentex
GNTX
$4.65B
$48K ﹤0.01%
+2,006