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
DCO icon
1951
Ducommun
DCO
$1.95B
$7K ﹤0.01%
+172
DOCS icon
1952
Doximity
DOCS
$4.82B
$7K ﹤0.01%
+218
FVD icon
1953
First Trust Value Line Dividend Fund
FVD
$8.52B
$7K ﹤0.01%
+200
FYBR
1954
DELISTED
Frontier Communications
FYBR
$7K ﹤0.01%
+316
GCC icon
1955
WisdomTree Enhanced Commodity Strategy Fund
GCC
$258M
$7K ﹤0.01%
+325
ICHR icon
1956
Ichor Holdings
ICHR
$1.53B
$7K ﹤0.01%
+297
IDYA icon
1957
IDEAYA Biosciences
IDYA
$2.9B
$7K ﹤0.01%
+447
IOVA icon
1958
Iovance Biotherapeutics
IOVA
$1.89B
$7K ﹤0.01%
+755
IRWD icon
1959
Ironwood Pharmaceuticals
IRWD
$590M
$7K ﹤0.01%
+693
MYGN icon
1960
Myriad Genetics
MYGN
$480M
$7K ﹤0.01%
+379
PLTK icon
1961
Playtika
PLTK
$1.11B
$7K ﹤0.01%
+693
RAMP icon
1962
LiveRamp
RAMP
$1.85B
$7K ﹤0.01%
+377
RBCAA icon
1963
Republic Bancorp
RBCAA
$1.34B
$7K ﹤0.01%
+190
SKYW icon
1964
Skywest
SKYW
$3.85B
$7K ﹤0.01%
+424
UMBF icon
1965
UMB Financial
UMBF
$8.92B
$7K ﹤0.01%
+86
AD
1966
Array Digital Infrastructure
AD
$4.26B
$7K ﹤0.01%
+264
VIOV icon
1967
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.54B
$7K ﹤0.01%
+104
VIRT icon
1968
Virtu Financial
VIRT
$3.54B
$7K ﹤0.01%
+338
WTM icon
1969
White Mountains Insurance
WTM
$5.43B
$7K ﹤0.01%
+5
TELL
1970
DELISTED
Tellurian Inc.
TELL
$7K ﹤0.01%
+3,029
RPT
1971
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
$7K ﹤0.01%
+990
CS
1972
DELISTED
Credit Suisse Group
CS
$7K ﹤0.01%
+1,879
BOOT icon
1973
Boot Barn
BOOT
$5.62B
$7K ﹤0.01%
+118
BTU icon
1974
Peabody Energy
BTU
$4.05B
$7K ﹤0.01%
+285
CSW
1975
CSW Industrials
CSW
$4.48B
$7K ﹤0.01%
+62