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
DPZ icon
1076
Domino's
DPZ
$14.1B
$50K ﹤0.01%
+162
GMED icon
1077
Globus Medical
GMED
$12.2B
$50K ﹤0.01%
+842
LMND icon
1078
Lemonade
LMND
$5.9B
$50K ﹤0.01%
+2,340
NVT icon
1079
nVent Electric
NVT
$17.4B
$50K ﹤0.01%
+1,581
SIGA icon
1080
SIGA Technologies
SIGA
$444M
$50K ﹤0.01%
+4,846
TEX icon
1081
Terex
TEX
$3.27B
$50K ﹤0.01%
+1,674
TOL icon
1082
Toll Brothers
TOL
$13.4B
$50K ﹤0.01%
+1,197
UAMY icon
1083
United States Antimony
UAMY
$891M
$50K ﹤0.01%
+136,180
WLK icon
1084
Westlake Corp
WLK
$8.73B
$50K ﹤0.01%
+570
XPO icon
1085
XPO
XPO
$16.8B
$50K ﹤0.01%
+1,873
BKI
1086
DELISTED
Black Knight, Inc. Common Stock
BKI
$50K ﹤0.01%
+770
CRUS icon
1087
Cirrus Logic
CRUS
$6.32B
$49K ﹤0.01%
+711
FRT icon
1088
Federal Realty Investment Trust
FRT
$8.39B
$49K ﹤0.01%
+534
HEI icon
1089
HEICO Corp
HEI
$43.5B
$49K ﹤0.01%
+339
HUBS icon
1090
HubSpot
HUBS
$19.9B
$49K ﹤0.01%
+180
ICL icon
1091
ICL Group
ICL
$6.69B
$49K ﹤0.01%
+6,014
L icon
1092
Loews
L
$21.2B
$49K ﹤0.01%
+989
ETRN
1093
DELISTED
Equitrans Midstream Corporation Common Stock
ETRN
$49K ﹤0.01%
+6,585
BCE icon
1094
BCE
BCE
$22B
$48K ﹤0.01%
+1,124
BWXT icon
1095
BWX Technologies
BWXT
$16.3B
$48K ﹤0.01%
+959
CCK icon
1096
Crown Holdings
CCK
$11.3B
$48K ﹤0.01%
+596
CGNX icon
1097
Cognex
CGNX
$6.44B
$48K ﹤0.01%
+1,160
FN icon
1098
Fabrinet
FN
$17.1B
$48K ﹤0.01%
+508
GNTX icon
1099
Gentex
GNTX
$5.08B
$48K ﹤0.01%
+2,006
HWKN icon
1100
Hawkins
HWKN
$2.87B
$48K ﹤0.01%
+1,223