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
$920M
AUM Growth
-$70.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Sells

1 +$9.58M
2 +$6.97M
3 +$4.88M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.74M
5
ACN icon
Accenture
ACN
+$2.01M

Sector Composition

1 Technology 0.1%
2 Consumer Discretionary 0.1%
3 Consumer Staples 0.09%
4 Industrials 0.08%
5 Financials 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VNQ icon
101
Vanguard Real Estate ETF
VNQ
$34.1B
-2,414
XOM icon
102
Exxon Mobil
XOM
$479B
-2,542
CASA
103
DELISTED
Casa Systems, Inc. Common Stock
CASA
-50,000
ACN icon
104
Accenture
ACN
$148B
-5,956