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
CYTK icon
1126
Cytokinetics
CYTK
$7.85B
$45K ﹤0.01%
+935
FULT icon
1127
Fulton Financial
FULT
$3.6B
$45K ﹤0.01%
+2,851
GSLC icon
1128
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.5B
$45K ﹤0.01%
+637
SEE icon
1129
Sealed Air
SEE
$6.17B
$45K ﹤0.01%
+1,017
SNX icon
1130
TD Synnex
SNX
$12.5B
$45K ﹤0.01%
+558
SSNC icon
1131
SS&C Technologies
SSNC
$18B
$45K ﹤0.01%
+935
BANR icon
1132
Banner Corp
BANR
$2.02B
$45K ﹤0.01%
+765
CNOB icon
1133
Center Bancorp
CNOB
$1.29B
$45K ﹤0.01%
+1,945
PK icon
1134
Park Hotels & Resorts
PK
$2.16B
$45K ﹤0.01%
+4,011
PNFP icon
1135
Pinnacle Financial Partners Inc
PNFP
$13B
$45K ﹤0.01%
+556
PNR icon
1136
Pentair
PNR
$14.7B
$45K ﹤0.01%
+1,096
TIPZ icon
1137
PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
$90M
$45K ﹤0.01%
+790
DUHP icon
1138
Dimensional US High Profitability ETF
DUHP
$10.8B
$44K ﹤0.01%
+2,076
DVA icon
1139
DaVita
DVA
$10.1B
$44K ﹤0.01%
+536
ENSG icon
1140
The Ensign Group
ENSG
$12.2B
$44K ﹤0.01%
+551
FR icon
1141
First Industrial Realty Trust
FR
$8.1B
$44K ﹤0.01%
+978
HWM icon
1142
Howmet Aerospace
HWM
$102B
$44K ﹤0.01%
+1,429
LITE icon
1143
Lumentum
LITE
$48B
$44K ﹤0.01%
+636
ROL icon
1144
Rollins
ROL
$27.1B
$44K ﹤0.01%
+1,256
VOD icon
1145
Vodafone
VOD
$33.5B
$44K ﹤0.01%
+3,847
EGP icon
1146
EastGroup Properties
EGP
$10.2B
$44K ﹤0.01%
+307
SEM icon
1147
Select Medical
SEM
$2.02B
$44K ﹤0.01%
+3,703
SKM icon
1148
SK Telecom
SKM
$11.5B
$44K ﹤0.01%
+2,289
BAH icon
1149
Booz Allen Hamilton
BAH
$9.35B
$44K ﹤0.01%
+474
FTS icon
1150
Fortis
FTS
$29.2B
$44K ﹤0.01%
+1,157