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
CVLT icon
1601
Commault Systems
CVLT
$5.3B
$18K ﹤0.01%
+337
FOX icon
1602
Fox Class B
FOX
$26.5B
$18K ﹤0.01%
+640
GBCI icon
1603
Glacier Bancorp
GBCI
$5.58B
$18K ﹤0.01%
+369
GMS
1604
DELISTED
GMS Inc
GMS
$18K ﹤0.01%
+441
HBI
1605
DELISTED
Hanesbrands
HBI
$18K ﹤0.01%
+2,570
IBCP icon
1606
Independent Bank Corp
IBCP
$705M
$18K ﹤0.01%
+935
ICUI icon
1607
ICU Medical
ICUI
$3.53B
$18K ﹤0.01%
+119
LEG icon
1608
Leggett & Platt
LEG
$1.55B
$18K ﹤0.01%
+528
QFIN icon
1609
Qfin Holdings
QFIN
$2.46B
$18K ﹤0.01%
+1,345
TWST icon
1610
Twist Bioscience
TWST
$1.98B
$18K ﹤0.01%
+520
VRTS icon
1611
Virtus Investment Partners
VRTS
$1.09B
$18K ﹤0.01%
+111
VSCO icon
1612
Victoria's Secret
VSCO
$3.31B
$18K ﹤0.01%
+602
W icon
1613
Wayfair
W
$12.5B
$18K ﹤0.01%
+564
WMS icon
1614
Advanced Drainage Systems
WMS
$11.6B
$18K ﹤0.01%
+145
SPLK
1615
DELISTED
Splunk Inc
SPLK
$18K ﹤0.01%
+243
AIMC
1616
DELISTED
Altra Industrial Motion Corp
AIMC
$18K ﹤0.01%
+549
AMC icon
1617
AMC Entertainment Holdings
AMC
$1.19B
$17K ﹤0.01%
+249
ARRY icon
1618
Array Technologies
ARRY
$1.24B
$17K ﹤0.01%
+1,009
CFLT icon
1619
Confluent
CFLT
$8.17B
$17K ﹤0.01%
+697
CIG icon
1620
CEMIG Preferred Shares
CIG
$6.09B
$17K ﹤0.01%
+11,242
ACWV icon
1621
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.35B
$17K ﹤0.01%
+190
AEM icon
1622
Agnico Eagle Mines
AEM
$85.9B
$17K ﹤0.01%
+409
AFRM icon
1623
Affirm
AFRM
$22.2B
$17K ﹤0.01%
+896
CVCO icon
1624
Cavco Industries
CVCO
$4.58B
$17K ﹤0.01%
+82
EFV icon
1625
iShares MSCI EAFE Value ETF
EFV
$27.3B
$17K ﹤0.01%
+449