WFA
Wipfli Financial Advisors Portfolio holdings
AUM
$1.42B
1-Year Est. Return
20.63%
1 Year Est. Return
-20.63%
AUM
$920M
AUM Growth
-$70.8M
(-7.2%)
Holding
105
Top Buys
| 1 | +$21.9M | |
| 2 | +$21.7M | |
| 3 | +$11.7M | |
| 4 |
Dimensional US Targeted Value ETF
DFAT
|
+$11.7M |
| 5 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$10.2M |
Top Sells
| 1 | +$9.58M | |
| 2 | +$6.97M | |
| 3 | +$4.88M | |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$2.74M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
Vanguard Real Estate ETF
VNQ
$34.1B
| – | – |
-2,414
|
|
||
102
Exxon Mobil
XOM
$479B
| – | – |
-2,542
|
|
||
|
CASA
103
DELISTED
Casa Systems, Inc. Common Stock
CASA
| – | – |
-50,000
|
|
||
|
104
Accenture
ACN
$148B
| – | – |
-5,956
|
|