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
MBB icon
2126
iShares MBS ETF
MBB
$39.2B
$4K ﹤0.01%
+46
MGPI icon
2127
MGP Ingredients
MGPI
$508M
$4K ﹤0.01%
+36
MOD icon
2128
Modine Manufacturing
MOD
$8.29B
$4K ﹤0.01%
+315
YORW icon
2129
York Water
YORW
$468M
$4K ﹤0.01%
+92
DJT icon
2130
Trump Media & Technology Group
DJT
$3.22B
$4K ﹤0.01%
+256
EXE
2131
Expand Energy Corp
EXE
$29.3B
$4K ﹤0.01%
+46
EQC
2132
DELISTED
Equity Commonwealth
EQC
$4K ﹤0.01%
+174
ACCD
2133
DELISTED
Accolade Inc
ACCD
$4K ﹤0.01%
+313
ABEV icon
2134
Ambev
ABEV
$40.9B
$4K ﹤0.01%
+1,365
ADV icon
2135
Advantage Solutions
ADV
$313M
$4K ﹤0.01%
+1,777
OSG
2136
Octave Specialty Group
OSG
$387M
$4K ﹤0.01%
+277
APLS icon
2137
Apellis Pharmaceuticals
APLS
$2.69B
$4K ﹤0.01%
+53
APPF icon
2138
AppFolio
APPF
$8.49B
$4K ﹤0.01%
+41
ATEN icon
2139
A10 Networks
ATEN
$1.27B
$4K ﹤0.01%
+295
BBDC icon
2140
Barings BDC
BBDC
$918M
$4K ﹤0.01%
+517
BILI icon
2141
Bilibili
BILI
$10.4B
$4K ﹤0.01%
+243
BLUE
2142
DELISTED
bluebird bio
BLUE
$4K ﹤0.01%
+28
BOOM icon
2143
DMC Global
BOOM
$131M
$4K ﹤0.01%
+264
CAL icon
2144
Caleres
CAL
$452M
$4K ﹤0.01%
+185
CARG icon
2145
CarGurus
CARG
$3.44B
$4K ﹤0.01%
+263
CASS icon
2146
Cass Information Systems
CASS
$570M
$4K ﹤0.01%
+121
CEF icon
2147
Sprott Physical Gold and Silver Trust
CEF
$8.14B
$4K ﹤0.01%
+250
CERT icon
2148
Certara
CERT
$1.54B
$4K ﹤0.01%
+302
CIVB icon
2149
Civista Bancshares
CIVB
$449M
$4K ﹤0.01%
+191
CLDX icon
2150
Celldex Therapeutics
CLDX
$1.85B
$4K ﹤0.01%
+131