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
CHUY
2251
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
$3K ﹤0.01%
+138
SBOW
2252
DELISTED
SilverBow Resources, Inc.
SBOW
$3K ﹤0.01%
+108
GO icon
2253
Grocery Outlet
GO
$941M
$3K ﹤0.01%
+105
GTLB icon
2254
GitLab
GTLB
$5.75B
$3K ﹤0.01%
+66
HCKT icon
2255
Hackett Group
HCKT
$511M
$3K ﹤0.01%
+160
IAGG icon
2256
iShares Core International Aggregate Bond Fund
IAGG
$11.5B
$3K ﹤0.01%
+56
AG icon
2257
First Majestic Silver
AG
$10.5B
$2K ﹤0.01%
+267
ANDE icon
2258
Andersons Inc
ANDE
$1.96B
$2K ﹤0.01%
+65
AOUT icon
2259
American Outdoor Brands
AOUT
$120M
$2K ﹤0.01%
+189
ASAN icon
2260
Asana
ASAN
$2.59B
$2K ﹤0.01%
+71
AVNS icon
2261
Avanos Medical
AVNS
$573M
$2K ﹤0.01%
+72
BELFB
2262
Bel Fuse Inc Class B
BELFB
$2.53B
$2K ﹤0.01%
+84
BETZ icon
2263
Roundhill Sports Betting & iGaming ETF
BETZ
$57.2M
$2K ﹤0.01%
+150
BRY
2264
DELISTED
Berry Corp
BRY
$2K ﹤0.01%
+239
BYND icon
2265
Beyond Meat
BYND
$447M
$2K ﹤0.01%
+167
DGICA icon
2266
Donegal Group Class A
DGICA
$713M
$2K ﹤0.01%
+130
DOUG icon
2267
Douglas Elliman
DOUG
$250M
$2K ﹤0.01%
+457
DUOL icon
2268
Duolingo
DUOL
$6.94B
$2K ﹤0.01%
+17
EBS icon
2269
Emergent Biosolutions
EBS
$577M
$2K ﹤0.01%
+113
EGY icon
2270
Vaalco Energy
EGY
$469M
$2K ﹤0.01%
+470
EOLS icon
2271
Evolus
EOLS
$337M
$2K ﹤0.01%
+192
GIL icon
2272
Gildan
GIL
$11.7B
$2K ﹤0.01%
+56
GPRO icon
2273
GoPro
GPRO
$219M
$2K ﹤0.01%
+359
GVA icon
2274
Granite Construction
GVA
$5.3B
$2K ﹤0.01%
+97
HL icon
2275
Hecla Mining
HL
$17.8B
$2K ﹤0.01%
+592