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
ROKU icon
1176
Roku
ROKU
$14B
$42K ﹤0.01%
+744
UBSI icon
1177
United Bankshares
UBSI
$5.3B
$42K ﹤0.01%
+1,167
VST icon
1178
Vistra
VST
$59.7B
$42K ﹤0.01%
+2,019
MRTX
1179
DELISTED
Mirati Therapeutics, Inc. Common Stock
MRTX
$42K ﹤0.01%
+600
FWONA icon
1180
Liberty Media Series A
FWONA
$21.5B
$42K ﹤0.01%
+833
GRBK icon
1181
Green Brick Partners
GRBK
$2.88B
$42K ﹤0.01%
+1,959
IRM icon
1182
Iron Mountain
IRM
$25.1B
$42K ﹤0.01%
+941
MT icon
1183
ArcelorMittal
MT
$32.4B
$42K ﹤0.01%
+2,104
MTZ icon
1184
MasTec
MTZ
$17.3B
$42K ﹤0.01%
+667
BIDU icon
1185
Baidu
BIDU
$40.8B
$42K ﹤0.01%
+355
BRX icon
1186
Brixmor Property Group
BRX
$7.73B
$42K ﹤0.01%
+2,264
CELH icon
1187
Celsius Holdings
CELH
$11B
$42K ﹤0.01%
+1,386
EPRT icon
1188
Essential Properties Realty Trust
EPRT
$6.15B
$42K ﹤0.01%
+2,162
FL
1189
DELISTED
Foot Locker
FL
$42K ﹤0.01%
+1,334
UHAL icon
1190
U-Haul Holding Co
UHAL
$10B
$41K ﹤0.01%
+800
AGR
1191
DELISTED
Avangrid, Inc.
AGR
$41K ﹤0.01%
+963
BEN icon
1192
Franklin Resources
BEN
$12.1B
$41K ﹤0.01%
+1,896
CHH icon
1193
Choice Hotels
CHH
$4.07B
$41K ﹤0.01%
+369
CPB icon
1194
Campbell Soup
CPB
$8.73B
$41K ﹤0.01%
+867
CRSP icon
1195
CRISPR Therapeutics
CRSP
$5.61B
$41K ﹤0.01%
+630
DKNG icon
1196
DraftKings
DKNG
$17.5B
$41K ﹤0.01%
+2,683
LTC
1197
LTC Properties
LTC
$1.69B
$41K ﹤0.01%
+1,100
NUSC icon
1198
Nuveen ESG Small-Cap ETF
NUSC
$1.27B
$41K ﹤0.01%
+1,282
OKTA icon
1199
Okta
OKTA
$15.2B
$41K ﹤0.01%
+723
SAIC icon
1200
Saic
SAIC
$4.67B
$41K ﹤0.01%
+465