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
THFF icon
1701
First Financial Corp
THFF
$734M
$14K ﹤0.01%
+317
UPWK icon
1702
Upwork
UPWK
$1.73B
$14K ﹤0.01%
+1,057
BUSE icon
1703
First Busey Corp
BUSE
$2.17B
$14K ﹤0.01%
+633
DES icon
1704
WisdomTree US SmallCap Dividend Fund
DES
$1.95B
$14K ﹤0.01%
+560
EPC icon
1705
Edgewell Personal Care
EPC
$987M
$14K ﹤0.01%
+365
EPR icon
1706
EPR Properties
EPR
$4.38B
$14K ﹤0.01%
+377
FSS icon
1707
Federal Signal
FSS
$6.62B
$14K ﹤0.01%
+375
FUTU icon
1708
Futu Holdings
FUTU
$20B
$14K ﹤0.01%
+378
BSTZ icon
1709
BlackRock Science and Technology Term Trust
BSTZ
$1.46B
$14K ﹤0.01%
+800
BURL icon
1710
Burlington
BURL
$19.2B
$14K ﹤0.01%
+125
LGND icon
1711
Ligand Pharmaceuticals
LGND
$4.03B
$14K ﹤0.01%
+256
MDB icon
1712
MongoDB
MDB
$22B
$14K ﹤0.01%
+69
ODP
1713
DELISTED
ODP
ODP
$14K ﹤0.01%
+401
QTUM icon
1714
Defiance Quantum ETF
QTUM
$3.46B
$14K ﹤0.01%
+400
RGP icon
1715
Resources Connection
RGP
$121M
$14K ﹤0.01%
+795
RWT
1716
Redwood Trust
RWT
$748M
$14K ﹤0.01%
+2,425
SCVL icon
1717
Shoe Carnival
SCVL
$530M
$14K ﹤0.01%
+669
SPOT icon
1718
Spotify
SPOT
$116B
$14K ﹤0.01%
+163
STN icon
1719
Stantec
STN
$10.3B
$14K ﹤0.01%
+312
WK icon
1720
Workiva
WK
$3.69B
$14K ﹤0.01%
+181
FLG
1721
Flagstar Bank National Association
FLG
$5.24B
$14K ﹤0.01%
+554
ALGM icon
1722
Allegro MicroSystems
ALGM
$5.92B
$14K ﹤0.01%
+618
AOSL icon
1723
Alpha and Omega Semiconductor
AOSL
$591M
$14K ﹤0.01%
+447
BFH icon
1724
Bread Financial
BFH
$3.11B
$14K ﹤0.01%
+456
HOMB icon
1725
Home BancShares
HOMB
$5.3B
$14K ﹤0.01%
+613