WFA

Wipfli Financial Advisors Portfolio holdings

AUM $1.42B
1-Year Est. Return 20.63%
This Fund
S&P 500
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 +$55.3M
2 +$31.8M
3 +$29.6M
4
MSFT icon
Microsoft
MSFT
+$20.4M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$15.5M

Top Sells

1 +$22.9M
2 +$8.29M
3 +$6.75M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$4.35M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$4.15M

Sector Composition

1 Technology 6.97%
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
AVLR
1276
DELISTED
Avalara, Inc.
AVLR
$36K ﹤0.01%
+392
CHGG icon
1277
Chegg
CHGG
$69.6M
$36K ﹤0.01%
+1,713
ENOV icon
1278
Enovis
ENOV
$1.37B
$36K ﹤0.01%
+783
IPGP icon
1279
IPG Photonics
IPGP
$4.98B
$36K ﹤0.01%
+429
SFNC icon
1280
Simmons First National
SFNC
$2.83B
$36K ﹤0.01%
+1,675
SIGI icon
1281
Selective Insurance
SIGI
$4.63B
$36K ﹤0.01%
+448
BCPC
1282
Balchem Corp
BCPC
$5.58B
$36K ﹤0.01%
+298
VOT icon
1283
Vanguard Mid-Cap Growth ETF
VOT
$17.6B
$35K ﹤0.01%
+203
WCN icon
1284
Waste Connections
WCN
$42.6B
$35K ﹤0.01%
+257
CACC icon
1285
Credit Acceptance
CACC
$5.38B
$35K ﹤0.01%
+79
CNA icon
1286
CNA Financial
CNA
$12.9B
$35K ﹤0.01%
+956
HXL icon
1287
Hexcel
HXL
$6.61B
$35K ﹤0.01%
+679
MHO icon
1288
M/I Homes
MHO
$3.47B
$35K ﹤0.01%
+959
NWBI icon
1289
Northwest Bancshares
NWBI
$1.8B
$35K ﹤0.01%
+2,572
TCBI icon
1290
Texas Capital Bancshares
TCBI
$4.1B
$35K ﹤0.01%
+600
TTMI icon
1291
TTM Technologies
TTMI
$10.2B
$35K ﹤0.01%
+2,670
WU icon
1292
Western Union
WU
$3B
$35K ﹤0.01%
+2,622
WWD icon
1293
Woodward
WWD
$23.2B
$35K ﹤0.01%
+430
NATI
1294
DELISTED
National Instruments Corp
NATI
$35K ﹤0.01%
+932
ALEX
1295
Alexander & Baldwin
ALEX
$1.52B
$35K ﹤0.01%
+2,135
WPP icon
1296
WPP
WPP
$3.71B
$35K ﹤0.01%
+839
OLN icon
1297
Olin
OLN
$2.77B
$35K ﹤0.01%
+807
PIPR icon
1298
Piper Sandler
PIPR
$5.19B
$35K ﹤0.01%
+330
SPCE icon
1299
Virgin Galactic
SPCE
$186M
$35K ﹤0.01%
+377
CUBE icon
1300
CubeSmart
CUBE
$9.23B
$34K ﹤0.01%
+845