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
IPGP icon
1276
IPG Photonics
IPGP
$3.44B
$36K ﹤0.01%
+429
OLLI icon
1277
Ollie's Bargain Outlet
OLLI
$7.15B
$36K ﹤0.01%
+692
SFNC icon
1278
Simmons First National
SFNC
$2.78B
$36K ﹤0.01%
+1,675
SIGI icon
1279
Selective Insurance
SIGI
$4.95B
$36K ﹤0.01%
+448
BCPC
1280
Balchem Corp
BCPC
$5.46B
$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
$4.88B
$35K ﹤0.01%
+79
CNA icon
1284
CNA Financial
CNA
$12.6B
$35K ﹤0.01%
+956
HXL icon
1285
Hexcel
HXL
$6.47B
$35K ﹤0.01%
+679
MHO icon
1286
M/I Homes
MHO
$3.59B
$35K ﹤0.01%
+959
NWBI icon
1287
Northwest Bancshares
NWBI
$1.79B
$35K ﹤0.01%
+2,572
TCBI icon
1288
Texas Capital Bancshares
TCBI
$4.47B
$35K ﹤0.01%
+600
TTMI icon
1289
TTM Technologies
TTMI
$10.1B
$35K ﹤0.01%
+2,670
VOT icon
1290
Vanguard Mid-Cap Growth ETF
VOT
$17.9B
$35K ﹤0.01%
+203
WCN icon
1291
Waste Connections
WCN
$42.8B
$35K ﹤0.01%
+257
WPP icon
1292
WPP
WPP
$4.45B
$35K ﹤0.01%
+839
WU icon
1293
Western Union
WU
$2.91B
$35K ﹤0.01%
+2,622
WWD icon
1294
Woodward
WWD
$20B
$35K ﹤0.01%
+430
NATI
1295
DELISTED
National Instruments Corp
NATI
$35K ﹤0.01%
+932
ALEX
1296
Alexander & Baldwin
ALEX
$1.51B
$35K ﹤0.01%
+2,135
OLN icon
1297
Olin
OLN
$2.67B
$35K ﹤0.01%
+807
PIPR icon
1298
Piper Sandler
PIPR
$6.12B
$35K ﹤0.01%
+330
SPCE icon
1299
Virgin Galactic
SPCE
$219M
$35K ﹤0.01%
+377
CUBE icon
1300
CubeSmart
CUBE
$9.03B
$34K ﹤0.01%
+845