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
NTNX icon
1551
Nutanix
NTNX
$10.5B
$21K ﹤0.01%
+1,025
SBGI icon
1552
Sinclair Inc
SBGI
$1.06B
$21K ﹤0.01%
+1,178
SNN icon
1553
Smith & Nephew
SNN
$14.5B
$21K ﹤0.01%
+889
SONO icon
1554
Sonos
SONO
$1.72B
$21K ﹤0.01%
+1,512
TARO
1555
DELISTED
Taro Pharmaceutical Industries Ltd.
TARO
$21K ﹤0.01%
+711
CBD
1556
DELISTED
Companhia Brasileira de Distribuicao
CBD
$21K ﹤0.01%
+6,063
NUVA
1557
DELISTED
NuVasive, Inc.
NUVA
$21K ﹤0.01%
+469
TDS icon
1558
Telephone and Data Systems
TDS
$5.1B
$21K ﹤0.01%
+1,510
HTHT icon
1559
Huazhu Hotels Group
HTHT
$16B
$21K ﹤0.01%
+620
IMXI icon
1560
International Money Express
IMXI
$470M
$21K ﹤0.01%
+928
INSW icon
1561
International Seaways
INSW
$3.74B
$21K ﹤0.01%
+587
PB icon
1562
Prosperity Bancshares
PB
$6.87B
$21K ﹤0.01%
+320
QSR icon
1563
Restaurant Brands International
QSR
$25.4B
$21K ﹤0.01%
+398
SSRM icon
1564
SSR Mining
SSRM
$6.13B
$21K ﹤0.01%
+1,398
SSTK icon
1565
Shutterstock
SSTK
$596M
$21K ﹤0.01%
+428
AXTA icon
1566
Axalta
AXTA
$6.25B
$20K ﹤0.01%
+960
EQX icon
1567
Equinox Gold
EQX
$13B
$20K ﹤0.01%
+5,561
GRVY
1568
GRAVITY
GRVY
$437M
$20K ﹤0.01%
+424
IBP icon
1569
Installed Building Products
IBP
$8.07B
$20K ﹤0.01%
+241
LCID icon
1570
Lucid Motors
LCID
$3.41B
$20K ﹤0.01%
+145
MLKN icon
1571
MillerKnoll
MLKN
$1.3B
$20K ﹤0.01%
+1,260
PTON icon
1572
Peloton Interactive
PTON
$1.64B
$20K ﹤0.01%
+2,831
REYN icon
1573
Reynolds Consumer Products
REYN
$4.66B
$20K ﹤0.01%
+774
VRNT
1574
DELISTED
Verint Systems
VRNT
$20K ﹤0.01%
+586
PDCO
1575
DELISTED
Patterson Companies, Inc.
PDCO
$20K ﹤0.01%
+813