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
VXRT
2176
DELISTED
Vaxart
VXRT
$4K ﹤0.01%
+2,000
METC icon
2177
Ramaco Resources Class A
METC
$1.38B
$4K ﹤0.01%
+407
YORW icon
2178
York Water
YORW
$490M
$4K ﹤0.01%
+92
DJT icon
2179
Trump Media & Technology Group
DJT
$3.84B
$4K ﹤0.01%
+256
EXE
2180
Expand Energy Corp
EXE
$23.8B
$4K ﹤0.01%
+46
EQC
2181
DELISTED
Equity Commonwealth
EQC
$4K ﹤0.01%
+174
ACCD
2182
DELISTED
Accolade Inc
ACCD
$4K ﹤0.01%
+313
ALLO icon
2183
Allogene Therapeutics
ALLO
$366M
$3K ﹤0.01%
+243
ALXO icon
2184
ALX Oncology
ALXO
$63.4M
$3K ﹤0.01%
+359
ATRC icon
2185
AtriCure
ATRC
$1.94B
$3K ﹤0.01%
+80
DMRC icon
2186
Digimarc
DMRC
$139M
$3K ﹤0.01%
+230
DON icon
2187
WisdomTree US MidCap Dividend Fund
DON
$3.86B
$3K ﹤0.01%
+86
DX
2188
Dynex Capital
DX
$2.15B
$3K ﹤0.01%
+240
EBF icon
2189
Ennis
EBF
$487M
$3K ﹤0.01%
+129
EC icon
2190
Ecopetrol
EC
$25.2B
$3K ﹤0.01%
+355
ETD icon
2191
Ethan Allen Interiors
ETD
$628M
$3K ﹤0.01%
+139
EZPW icon
2192
Ezcorp Inc
EZPW
$1.3B
$3K ﹤0.01%
+327
FMNB icon
2193
Farmers National Banc Corp
FMNB
$509M
$3K ﹤0.01%
+259
GFS icon
2194
GlobalFoundries
GFS
$22.9B
$3K ﹤0.01%
+65
GGB icon
2195
Gerdau
GGB
$8.22B
$3K ﹤0.01%
+746
GME icon
2196
GameStop
GME
$9.45B
$3K ﹤0.01%
+124
IUSV icon
2197
iShares Core S&P US Value ETF
IUSV
$24.4B
$3K ﹤0.01%
+54
MBUU icon
2198
Malibu Boats
MBUU
$646M
$3K ﹤0.01%
+55
MCRI icon
2199
Monarch Casino & Resort
MCRI
$1.65B
$3K ﹤0.01%
+61
MLR icon
2200
Miller Industries
MLR
$469M
$3K ﹤0.01%
+160