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
BBBY
1826
Bed Bath & Beyond
BBBY
$346M
$10K ﹤0.01%
+441
CAE icon
1827
CAE Inc
CAE
$9.54B
$10K ﹤0.01%
+683
CARS icon
1828
Cars.com
CARS
$476M
$10K ﹤0.01%
+836
HTH icon
1829
Hilltop Holdings
HTH
$2.19B
$10K ﹤0.01%
+401
HTLD icon
1830
Heartland Express
HTLD
$786M
$10K ﹤0.01%
+690
IIPR icon
1831
Innovative Industrial Properties
IIPR
$1.53B
$10K ﹤0.01%
+107
IRTC icon
1832
iRhythm Holdings
IRTC
$3.99B
$10K ﹤0.01%
+79
IVW icon
1833
iShares S&P 500 Growth ETF
IVW
$63.2B
$10K ﹤0.01%
+178
LBTYA icon
1834
Liberty Global Class A
LBTYA
$4.2B
$10K ﹤0.01%
+652
SAIA icon
1835
Saia
SAIA
$9.6B
$10K ﹤0.01%
+53
SBS icon
1836
Sabesp
SBS
$19.3B
$10K ﹤0.01%
+1,096
SCHZ icon
1837
Schwab US Aggregate Bond ETF
SCHZ
$9.96B
$10K ﹤0.01%
+440
SD icon
1838
SandRidge Energy
SD
$641M
$10K ﹤0.01%
+622
ACI icon
1839
Albertsons Companies
ACI
$9.13B
$10K ﹤0.01%
+408
ACIW icon
1840
ACI Worldwide
ACIW
$4.33B
$10K ﹤0.01%
+492
ARES icon
1841
Ares Management
ARES
$24.7B
$10K ﹤0.01%
+169
AZZ icon
1842
AZZ Inc
AZZ
$3.7B
$10K ﹤0.01%
+286
BFC icon
1843
Bank First Corp
BFC
$1.53B
$10K ﹤0.01%
+130
NKTR icon
1844
Nektar Therapeutics
NKTR
$1.98B
$10K ﹤0.01%
+206
PARAA
1845
DELISTED
Paramount Global Class A
PARAA
$10K ﹤0.01%
+469
RYN icon
1846
Rayonier
RYN
$6.51B
$10K ﹤0.01%
+375
SAH icon
1847
Sonic Automotive
SAH
$2.06B
$10K ﹤0.01%
+239
TLS icon
1848
Telos
TLS
$317M
$10K ﹤0.01%
+1,152
TOST icon
1849
Toast
TOST
$17.8B
$10K ﹤0.01%
+612
BIG
1850
DELISTED
Big Lots, Inc.
BIG
$10K ﹤0.01%
+617