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
EPRT icon
1176
Essential Properties Realty Trust
EPRT
$6.07B
$42K ﹤0.01%
+2,162
FL
1177
DELISTED
Foot Locker
FL
$42K ﹤0.01%
+1,334
RELX icon
1178
RELX
RELX
$72.5B
$42K ﹤0.01%
+1,729
RLI icon
1179
RLI Corp
RLI
$5.36B
$42K ﹤0.01%
+816
ROKU icon
1180
Roku
ROKU
$15.3B
$42K ﹤0.01%
+744
MYRG icon
1181
MYR Group
MYRG
$3.89B
$42K ﹤0.01%
+500
UBSI icon
1182
United Bankshares
UBSI
$5.82B
$42K ﹤0.01%
+1,167
VST icon
1183
Vistra
VST
$53.4B
$42K ﹤0.01%
+2,019
MRTX
1184
DELISTED
Mirati Therapeutics, Inc. Common Stock
MRTX
$42K ﹤0.01%
+600
FWONA icon
1185
Liberty Media Series A
FWONA
$20.4B
$42K ﹤0.01%
+833
GRBK icon
1186
Green Brick Partners
GRBK
$3.16B
$42K ﹤0.01%
+1,959
IRM icon
1187
Iron Mountain
IRM
$27.4B
$42K ﹤0.01%
+941
MT icon
1188
ArcelorMittal
MT
$38.7B
$42K ﹤0.01%
+2,104
MTZ icon
1189
MasTec
MTZ
$19.1B
$42K ﹤0.01%
+667
DKNG icon
1190
DraftKings
DKNG
$15.7B
$41K ﹤0.01%
+2,683
LTC
1191
LTC Properties
LTC
$1.78B
$41K ﹤0.01%
+1,100
NUSC icon
1192
Nuveen ESG Small-Cap ETF
NUSC
$1.33B
$41K ﹤0.01%
+1,282
OKTA icon
1193
Okta
OKTA
$15.8B
$41K ﹤0.01%
+723
SAIC icon
1194
Saic
SAIC
$4.89B
$41K ﹤0.01%
+465
CHH icon
1195
Choice Hotels
CHH
$4.9B
$41K ﹤0.01%
+369
CPB icon
1196
Campbell Soup
CPB
$7.8B
$41K ﹤0.01%
+867
CRSP icon
1197
CRISPR Therapeutics
CRSP
$5.06B
$41K ﹤0.01%
+630
SITC icon
1198
SITE Centers
SITC
$323M
$41K ﹤0.01%
+4,886
SNDR icon
1199
Schneider National
SNDR
$5.22B
$41K ﹤0.01%
+2,010
IMAQ
1200
DELISTED
International Media Acquisition Corp. Class A Common Stock
IMAQ
$41K ﹤0.01%
+4,000