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
NUVA
1551
DELISTED
NuVasive, Inc.
NUVA
$21K ﹤0.01%
+469
HTHT icon
1552
Huazhu Hotels Group
HTHT
$15B
$21K ﹤0.01%
+620
IMXI icon
1553
International Money Express
IMXI
$460M
$21K ﹤0.01%
+928
INSW icon
1554
International Seaways
INSW
$2.78B
$21K ﹤0.01%
+587
PB icon
1555
Prosperity Bancshares
PB
$7.04B
$21K ﹤0.01%
+320
QSR icon
1556
Restaurant Brands International
QSR
$23.6B
$21K ﹤0.01%
+398
SBGI icon
1557
Sinclair Inc
SBGI
$1.06B
$21K ﹤0.01%
+1,178
SNN icon
1558
Smith & Nephew
SNN
$13.7B
$21K ﹤0.01%
+889
SSRM icon
1559
SSR Mining
SSRM
$4.96B
$21K ﹤0.01%
+1,398
SSTK icon
1560
Shutterstock
SSTK
$640M
$21K ﹤0.01%
+428
TDS icon
1561
Telephone and Data Systems
TDS
$5B
$21K ﹤0.01%
+1,510
BAP icon
1562
Credicorp
BAP
$25.9B
$21K ﹤0.01%
+168
BEAM icon
1563
Beam Therapeutics
BEAM
$3.14B
$21K ﹤0.01%
+438
BOH icon
1564
Bank of Hawaii
BOH
$2.79B
$21K ﹤0.01%
+278
DLB icon
1565
Dolby
DLB
$5.87B
$21K ﹤0.01%
+328
AXTA icon
1566
Axalta
AXTA
$7.1B
$20K ﹤0.01%
+960
EQX icon
1567
Equinox Gold
EQX
$12.3B
$20K ﹤0.01%
+5,561
GRVY
1568
GRAVITY
GRVY
$425M
$20K ﹤0.01%
+424
IBP icon
1569
Installed Building Products
IBP
$8.1B
$20K ﹤0.01%
+241
LCID icon
1570
Lucid Motors
LCID
$3.15B
$20K ﹤0.01%
+145
MLKN icon
1571
MillerKnoll
MLKN
$1.3B
$20K ﹤0.01%
+1,260
PTON icon
1572
Peloton Interactive
PTON
$2.45B
$20K ﹤0.01%
+2,831
REYN icon
1573
Reynolds Consumer Products
REYN
$5.08B
$20K ﹤0.01%
+774
SFIX icon
1574
Stitch Fix
SFIX
$682M
$20K ﹤0.01%
+5,000
SPWH icon
1575
Sportsman's Warehouse
SPWH
$52.7M
$20K ﹤0.01%
+2,462