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
MXL icon
1526
MaxLinear
MXL
$1.38B
$22K ﹤0.01%
+683
SWX icon
1527
Southwest Gas
SWX
$6.33B
$22K ﹤0.01%
+309
VIAV icon
1528
Viavi Solutions
VIAV
$6.77B
$22K ﹤0.01%
+1,691
WSBF icon
1529
Waterstone Financial
WSBF
$320M
$22K ﹤0.01%
+1,336
XRX icon
1530
Xerox
XRX
$221M
$22K ﹤0.01%
+2,556
CLH icon
1531
Clean Harbors
CLH
$15.1B
$22K ﹤0.01%
+201
CPRX icon
1532
Catalyst Pharmaceutical
CPRX
$3.03B
$22K ﹤0.01%
+1,677
CVNA icon
1533
Carvana
CVNA
$46.9B
$22K ﹤0.01%
+1,093
FXH icon
1534
First Trust Health Care AlphaDEX Fund
FXH
$890M
$22K ﹤0.01%
+223
HTGC icon
1535
Hercules Capital
HTGC
$2.69B
$22K ﹤0.01%
+1,919
IPAR icon
1536
Interparfums
IPAR
$2.99B
$22K ﹤0.01%
+294
OLED icon
1537
Universal Display
OLED
$4.65B
$22K ﹤0.01%
+234
RBA icon
1538
RB Global
RBA
$19.7B
$22K ﹤0.01%
+345
RBLX icon
1539
Roblox
RBLX
$44.4B
$22K ﹤0.01%
+619
SMTC icon
1540
Semtech
SMTC
$7.88B
$22K ﹤0.01%
+739
ARI
1541
Apollo Commercial Real Estate
ARI
$1.46B
$22K ﹤0.01%
+2,486
MDYV icon
1542
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.45B
$22K ﹤0.01%
+380
PRFT
1543
DELISTED
Perficient Inc
PRFT
$22K ﹤0.01%
+341
BAP icon
1544
Credicorp
BAP
$26.2B
$21K ﹤0.01%
+168
MSGS icon
1545
Madison Square Garden
MSGS
$7.64B
$21K ﹤0.01%
+150
BEAM icon
1546
Beam Therapeutics
BEAM
$2.81B
$21K ﹤0.01%
+438
BOH icon
1547
Bank of Hawaii
BOH
$2.95B
$21K ﹤0.01%
+278
DLB icon
1548
Dolby
DLB
$6.23B
$21K ﹤0.01%
+328
MRCY icon
1549
Mercury Systems
MRCY
$5.36B
$21K ﹤0.01%
+510
MTN icon
1550
Vail Resorts
MTN
$4.79B
$21K ﹤0.01%
+97