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
SFIX icon
1576
Stitch Fix
SFIX
$442M
$20K ﹤0.01%
+5,000
SPWH icon
1577
Sportsman's Warehouse
SPWH
$53.5M
$20K ﹤0.01%
+2,462
TDC icon
1578
Teradata
TDC
$2.66B
$20K ﹤0.01%
+648
TKC icon
1579
Turkcell
TKC
$5.35B
$20K ﹤0.01%
+7,554
WERN icon
1580
Werner Enterprises
WERN
$1.87B
$20K ﹤0.01%
+536
WOOF icon
1581
Petco
WOOF
$655M
$20K ﹤0.01%
+1,800
GRFS icon
1582
Grifois
GRFS
$5.96B
$20K ﹤0.01%
+3,286
AIN icon
1583
Albany International
AIN
$1.6B
$19K ﹤0.01%
+235
AMAL icon
1584
Amalgamated Financial
AMAL
$1.13B
$19K ﹤0.01%
+853
AMLP icon
1585
Alerian MLP ETF
AMLP
$11.9B
$19K ﹤0.01%
+522
CCEP icon
1586
Coca-Cola Europacific Partners
CCEP
$45.4B
$19K ﹤0.01%
+448
EMBC icon
1587
Embecta
EMBC
$547M
$19K ﹤0.01%
+664
ESRT icon
1588
Empire State Realty Trust
ESRT
$910M
$19K ﹤0.01%
+2,835
FNDE icon
1589
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$8.93B
$19K ﹤0.01%
+820
GDOT icon
1590
Green Dot
GDOT
$650M
$19K ﹤0.01%
+975
RCI icon
1591
Rogers Communications
RCI
$21.9B
$19K ﹤0.01%
+480
SCHC icon
1592
Schwab International Small-Cap Equity ETF
SCHC
$5.32B
$19K ﹤0.01%
+675
SSL icon
1593
Sasol
SSL
$5.96B
$19K ﹤0.01%
+1,205
VRNS icon
1594
Varonis Systems
VRNS
$2.86B
$19K ﹤0.01%
+708
YELP icon
1595
Yelp
YELP
$1.44B
$19K ﹤0.01%
+563
SIX
1596
DELISTED
Six Flags Entertainment Corp.
SIX
$19K ﹤0.01%
+1,073
VSTO
1597
DELISTED
Vista Outdoor Inc.
VSTO
$19K ﹤0.01%
+774
BHVN
1598
DELISTED
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
$19K ﹤0.01%
+124
QFIN icon
1599
Qfin Holdings
QFIN
$1.9B
$18K ﹤0.01%
+1,345
TWST icon
1600
Twist Bioscience
TWST
$2.96B
$18K ﹤0.01%
+520