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
ACI icon
1826
Albertsons Companies
ACI
$8.84B
$10K ﹤0.01%
+408
ACIW icon
1827
ACI Worldwide
ACIW
$4.38B
$10K ﹤0.01%
+492
ARES icon
1828
Ares Management
ARES
$36.1B
$10K ﹤0.01%
+169
AZZ icon
1829
AZZ Inc
AZZ
$3.62B
$10K ﹤0.01%
+286
BFC icon
1830
Bank First Corp
BFC
$1.44B
$10K ﹤0.01%
+130
BBBY
1831
Bed Bath & Beyond
BBBY
$481M
$10K ﹤0.01%
+441
CAE icon
1832
CAE Inc
CAE
$10.5B
$10K ﹤0.01%
+683
CARS icon
1833
Cars.com
CARS
$696M
$10K ﹤0.01%
+836
EEFT icon
1834
Euronet Worldwide
EEFT
$3.05B
$10K ﹤0.01%
+138
FFIC icon
1835
Flushing Financial
FFIC
$510M
$10K ﹤0.01%
+533
GCO icon
1836
Genesco
GCO
$397M
$10K ﹤0.01%
+255
GLOB icon
1837
Globant
GLOB
$2.75B
$10K ﹤0.01%
+55
GNL icon
1838
Global Net Lease
GNL
$2.07B
$10K ﹤0.01%
+904
HTH icon
1839
Hilltop Holdings
HTH
$2.17B
$10K ﹤0.01%
+401
HTLD icon
1840
Heartland Express
HTLD
$785M
$10K ﹤0.01%
+690
IIPR icon
1841
Innovative Industrial Properties
IIPR
$1.39B
$10K ﹤0.01%
+107
IRTC icon
1842
iRhythm Holdings, Inc. Common Stock
IRTC
$5.36B
$10K ﹤0.01%
+79
IVW icon
1843
iShares S&P 500 Growth ETF
IVW
$65.2B
$10K ﹤0.01%
+178
LBTYA icon
1844
Liberty Global Class A
LBTYA
$3.45B
$10K ﹤0.01%
+652
NKTR icon
1845
Nektar Therapeutics
NKTR
$736M
$10K ﹤0.01%
+206
PARAA
1846
DELISTED
Paramount Global Class A
PARAA
$10K ﹤0.01%
+469
RIG icon
1847
Transocean
RIG
$4.71B
$10K ﹤0.01%
+4,200
RYN icon
1848
Rayonier
RYN
$3.91B
$10K ﹤0.01%
+375
SAH icon
1849
Sonic Automotive
SAH
$2.11B
$10K ﹤0.01%
+239
SAIA icon
1850
Saia
SAIA
$9.06B
$10K ﹤0.01%
+53