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
DRLL icon
1901
Strive US Energy ETF
DRLL
$249M
$9K ﹤0.01%
+349
ESE icon
1902
ESCO Technologies
ESE
$5.66B
$9K ﹤0.01%
+128
ESI icon
1903
Element Solutions
ESI
$7.13B
$9K ﹤0.01%
+567
ABR icon
1904
Arbor Realty Trust
ABR
$1.62B
$8K ﹤0.01%
+701
ACLS icon
1905
Axcelis
ACLS
$2.86B
$8K ﹤0.01%
+133
ADT icon
1906
ADT
ADT
$6.76B
$8K ﹤0.01%
+1,069
ADUS icon
1907
Addus HomeCare
ADUS
$1.99B
$8K ﹤0.01%
+80
ARKF icon
1908
ARK Blockchain & Fintech Innovation ETF
ARKF
$1.09B
$8K ﹤0.01%
+496
ARKW icon
1909
ARK Web x.0 ETF
ARKW
$2.08B
$8K ﹤0.01%
+174
BEPC icon
1910
Brookfield Renewable
BEPC
$7.09B
$8K ﹤0.01%
+247
DY icon
1911
Dycom Industries
DY
$11.1B
$8K ﹤0.01%
+84
EGBN icon
1912
Eagle Bancorp
EGBN
$694M
$8K ﹤0.01%
+185
ESNT icon
1913
Essent Group
ESNT
$5.89B
$8K ﹤0.01%
+235
FSK icon
1914
FS KKR Capital
FSK
$4.06B
$8K ﹤0.01%
+466
HDB icon
1915
HDFC Bank
HDB
$167B
$8K ﹤0.01%
+264
IESC icon
1916
IES Holdings
IESC
$9.17B
$8K ﹤0.01%
+285
IOSP icon
1917
Innospec
IOSP
$1.98B
$8K ﹤0.01%
+93
KAI icon
1918
Kadant
KAI
$3.83B
$8K ﹤0.01%
+46
OPEN icon
1919
Opendoor
OPEN
$6.36B
$8K ﹤0.01%
+2,811
PBF icon
1920
PBF Energy
PBF
$3.42B
$8K ﹤0.01%
+235
PBI icon
1921
Pitney Bowes
PBI
$1.69B
$8K ﹤0.01%
+3,280
RLJ icon
1922
RLJ Lodging Trust
RLJ
$1.16B
$8K ﹤0.01%
+818
SABR icon
1923
Sabre
SABR
$505M
$8K ﹤0.01%
+1,554
SPXC icon
1924
SPX Corp
SPXC
$10.8B
$8K ﹤0.01%
+150
TAC icon
1925
TransAlta
TAC
$3.73B
$8K ﹤0.01%
+927