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
PSO icon
1276
Pearson
PSO
$8.43B
$36K ﹤0.01%
+3,777
QGEN icon
1277
Qiagen
QGEN
$10.2B
$36K ﹤0.01%
+824
SFNC icon
1278
Simmons First National
SFNC
$2.72B
$36K ﹤0.01%
+1,675
SIGI icon
1279
Selective Insurance
SIGI
$4.65B
$36K ﹤0.01%
+448
BCPC
1280
Balchem Corp
BCPC
$4.96B
$36K ﹤0.01%
+298
IAA
1281
DELISTED
IAA, Inc. Common Stock
IAA
$36K ﹤0.01%
+1,136
AVLR
1282
DELISTED
Avalara, Inc.
AVLR
$36K ﹤0.01%
+392
CACC icon
1283
Credit Acceptance
CACC
$5.08B
$35K ﹤0.01%
+79
CNA icon
1284
CNA Financial
CNA
$12.2B
$35K ﹤0.01%
+956
HXL icon
1285
Hexcel
HXL
$6.18B
$35K ﹤0.01%
+679
MHO icon
1286
M/I Homes
MHO
$3.52B
$35K ﹤0.01%
+959
NWBI icon
1287
Northwest Bancshares
NWBI
$1.8B
$35K ﹤0.01%
+2,572
ALEX
1288
Alexander & Baldwin
ALEX
$1.11B
$35K ﹤0.01%
+2,135
OLN icon
1289
Olin
OLN
$2.33B
$35K ﹤0.01%
+807
PIPR icon
1290
Piper Sandler
PIPR
$5.63B
$35K ﹤0.01%
+330
SPCE icon
1291
Virgin Galactic
SPCE
$284M
$35K ﹤0.01%
+377
TCBI icon
1292
Texas Capital Bancshares
TCBI
$4.29B
$35K ﹤0.01%
+600
TTMI icon
1293
TTM Technologies
TTMI
$7.49B
$35K ﹤0.01%
+2,670
VOT icon
1294
Vanguard Mid-Cap Growth ETF
VOT
$18B
$35K ﹤0.01%
+203
WCN icon
1295
Waste Connections
WCN
$44.4B
$35K ﹤0.01%
+257
WPP icon
1296
WPP
WPP
$4.17B
$35K ﹤0.01%
+839
WU icon
1297
Western Union
WU
$2.84B
$35K ﹤0.01%
+2,622
WWD icon
1298
Woodward
WWD
$18.1B
$35K ﹤0.01%
+430
NATI
1299
DELISTED
National Instruments Corp
NATI
$35K ﹤0.01%
+932
AUY
1300
DELISTED
Yamana Gold, Inc.
AUY
$34K ﹤0.01%
+7,370