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
NOVT icon
2176
Novanta
NOVT
$4.69B
$4K ﹤0.01%
+31
USHY icon
2177
iShares Broad USD High Yield Corporate Bond ETF
USHY
$26.3B
$4K ﹤0.01%
+123
VXRT
2178
DELISTED
Vaxart
VXRT
$4K ﹤0.01%
+2,000
YORW icon
2179
York Water
YORW
$464M
$4K ﹤0.01%
+92
DJT icon
2180
Trump Media & Technology Group
DJT
$2.83B
$4K ﹤0.01%
+256
EXE
2181
Expand Energy Corp
EXE
$25.9B
$4K ﹤0.01%
+46
EQC
2182
DELISTED
Equity Commonwealth
EQC
$4K ﹤0.01%
+174
SAFT icon
2183
Safety Insurance
SAFT
$1.08B
$3K ﹤0.01%
+40
SAVA icon
2184
Cassava Sciences
SAVA
$96.6M
$3K ﹤0.01%
+60
SJNK icon
2185
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$5.02B
$3K ﹤0.01%
+119
NVTA
2186
DELISTED
Invitae Corporation
NVTA
$3K ﹤0.01%
+1,401
NEX
2187
DELISTED
NexTier Oilfield Solutions Inc.
NEX
$3K ﹤0.01%
+393
ALLO icon
2188
Allogene Therapeutics
ALLO
$501M
$3K ﹤0.01%
+243
ALXO icon
2189
ALX Oncology
ALXO
$294M
$3K ﹤0.01%
+359
APOG icon
2190
Apogee Enterprises
APOG
$757M
$3K ﹤0.01%
+68
ARKK icon
2191
ARK Innovation ETF
ARKK
$6.3B
$3K ﹤0.01%
+79
ATRC icon
2192
AtriCure
ATRC
$1.49B
$3K ﹤0.01%
+80
CLNE icon
2193
Clean Energy Fuels
CLNE
$511M
$3K ﹤0.01%
+644
CMCO icon
2194
Columbus McKinnon
CMCO
$490M
$3K ﹤0.01%
+102
DMRC icon
2195
Digimarc
DMRC
$117M
$3K ﹤0.01%
+230
DON icon
2196
WisdomTree US MidCap Dividend Fund
DON
$3.78B
$3K ﹤0.01%
+86
DX
2197
Dynex Capital
DX
$2.69B
$3K ﹤0.01%
+240
EBF icon
2198
Ennis
EBF
$532M
$3K ﹤0.01%
+129
EC icon
2199
Ecopetrol
EC
$27B
$3K ﹤0.01%
+355
ETD icon
2200
Ethan Allen Interiors
ETD
$562M
$3K ﹤0.01%
+139