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
SJT
2051
San Juan Basin Royalty Trust
SJT
$269M
$6K ﹤0.01%
+639
SUZ icon
2052
Suzano
SUZ
$11.4B
$6K ﹤0.01%
+685
TBBK icon
2053
The Bancorp
TBBK
$2.94B
$6K ﹤0.01%
+275
TDW icon
2054
Tidewater
TDW
$2.96B
$6K ﹤0.01%
+258
TNC icon
2055
Tennant Co
TNC
$1.34B
$6K ﹤0.01%
+101
CHNG
2056
DELISTED
Change Healthcare Inc. Common Stock
CHNG
$6K ﹤0.01%
+220
NTCT icon
2057
NETSCOUT
NTCT
$1.96B
$5K ﹤0.01%
+151
AUB icon
2058
Atlantic Union Bankshares
AUB
$4.99B
$5K ﹤0.01%
+164
AVA icon
2059
Avista
AVA
$3.2B
$5K ﹤0.01%
+148
BGC icon
2060
BGC Group
BGC
$4.11B
$5K ﹤0.01%
+1,450
BL icon
2061
BlackLine
BL
$3.49B
$5K ﹤0.01%
+78
CRC icon
2062
California Resources
CRC
$4B
$5K ﹤0.01%
+125
DOCN icon
2063
DigitalOcean
DOCN
$4.2B
$5K ﹤0.01%
+129
EGHT icon
2064
8x8 Inc
EGHT
$283M
$5K ﹤0.01%
+1,330
ESAB icon
2065
ESAB
ESAB
$6.84B
$5K ﹤0.01%
+145
FDP icon
2066
Fresh Del Monte Produce
FDP
$1.79B
$5K ﹤0.01%
+219
FTDR icon
2067
Frontdoor
FTDR
$3.79B
$5K ﹤0.01%
+226
GNW icon
2068
Genworth Financial
GNW
$3.47B
$5K ﹤0.01%
+1,404
GRAB icon
2069
Grab
GRAB
$21.5B
$5K ﹤0.01%
+1,959
GTN icon
2070
Gray Television
GTN
$492M
$5K ﹤0.01%
+380
HCC icon
2071
Warrior Met Coal
HCC
$4.36B
$5K ﹤0.01%
+180
HFWA icon
2072
Heritage Financial
HFWA
$818M
$5K ﹤0.01%
+204
IGIB icon
2073
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.9B
$5K ﹤0.01%
+100
IPI icon
2074
Intrepid Potash
IPI
$346M
$5K ﹤0.01%
+116
IWS icon
2075
iShares Russell Mid-Cap Value ETF
IWS
$14B
$5K ﹤0.01%
+49