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
HR icon
1451
Healthcare Realty
HR
$6.07B
$26K ﹤0.01%
+1,264
TRMK icon
1452
Trustmark
TRMK
$2.48B
$26K ﹤0.01%
+850
TXG icon
1453
10x Genomics
TXG
$2.6B
$26K ﹤0.01%
+929
VNT icon
1454
Vontier
VNT
$5.5B
$26K ﹤0.01%
+1,532
WB icon
1455
Weibo
WB
$2.63B
$26K ﹤0.01%
+1,495
TXNM
1456
TXNM Energy Inc
TXNM
$6.44B
$26K ﹤0.01%
+569
BHC icon
1457
Bausch Health
BHC
$2.59B
$25K ﹤0.01%
+3,568
BRKR icon
1458
Bruker
BRKR
$7.35B
$25K ﹤0.01%
+470
CNO icon
1459
CNO Financial Group
CNO
$3.96B
$25K ﹤0.01%
+1,373
CZR icon
1460
Caesars Entertainment
CZR
$4.97B
$25K ﹤0.01%
+761
DASH icon
1461
DoorDash
DASH
$88.5B
$25K ﹤0.01%
+512
EHC icon
1462
Encompass Health
EHC
$10.1B
$25K ﹤0.01%
+557
ELS icon
1463
Equity Lifestyle Properties
ELS
$12.3B
$25K ﹤0.01%
+402
ENR icon
1464
Energizer
ENR
$1.42B
$25K ﹤0.01%
+993
FMS icon
1465
Fresenius Medical Care
FMS
$12.7B
$25K ﹤0.01%
+1,768
FND icon
1466
Floor & Decor
FND
$8.2B
$25K ﹤0.01%
+349
HAE icon
1467
Haemonetics
HAE
$3.38B
$25K ﹤0.01%
+336
JBLU icon
1468
JetBlue
JBLU
$1.96B
$25K ﹤0.01%
+3,815
KNSL icon
1469
Kinsale Capital Group
KNSL
$9.28B
$25K ﹤0.01%
+96
MTX icon
1470
Minerals Technologies
MTX
$2.09B
$25K ﹤0.01%
+515
NTLA icon
1471
Intellia Therapeutics
NTLA
$1.45B
$25K ﹤0.01%
+455
OMCL icon
1472
Omnicell
OMCL
$2.27B
$25K ﹤0.01%
+291
PEGA icon
1473
Pegasystems
PEGA
$8.82B
$25K ﹤0.01%
+1,554
TRTX
1474
TPG RE Finance Trust
TRTX
$721M
$25K ﹤0.01%
+3,483
VERU icon
1475
Veru
VERU
$43.2M
$25K ﹤0.01%
+216