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
ITUB icon
2276
Itaú Unibanco
ITUB
$100B
$2K ﹤0.01%
+392
IUSG icon
2277
iShares Core S&P US Growth ETF
IUSG
$29.2B
$2K ﹤0.01%
+28
JNK icon
2278
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.22B
$2K ﹤0.01%
+24
KE
2279
Kimball Electronics
KE
$669M
$2K ﹤0.01%
+135
KRNY icon
2280
Kearny Financial
KRNY
$498M
$2K ﹤0.01%
+196
LC icon
2281
LendingClub
LC
$2B
$2K ﹤0.01%
+219
MGNI icon
2282
Magnite
MGNI
$1.89B
$2K ﹤0.01%
+232
MOV icon
2283
Movado Group
MOV
$643M
$2K ﹤0.01%
+82
OM icon
2284
Outset Medical
OM
$81.5M
$2K ﹤0.01%
+7
ONON icon
2285
On Holding
ONON
$12.2B
$2K ﹤0.01%
+100
ORC
2286
Orchid Island Capital
ORC
$1.38B
$2K ﹤0.01%
+195
PKBK icon
2287
Parke Bancorp
PKBK
$351M
$2K ﹤0.01%
+72
SATS icon
2288
EchoStar
SATS
$35.8B
$2K ﹤0.01%
+141
ASAN icon
2289
Asana
ASAN
$1.51B
$2K ﹤0.01%
+71
AVNS icon
2290
Avanos Medical
AVNS
$1.15B
$2K ﹤0.01%
+72
BELFB
2291
Bel Fuse Inc Class B
BELFB
$3.28B
$2K ﹤0.01%
+84
BETZ icon
2292
Roundhill Sports Betting & iGaming ETF
BETZ
$52.4M
$2K ﹤0.01%
+150
BRY
2293
DELISTED
Berry Corp
BRY
$2K ﹤0.01%
+239
BYND icon
2294
Beyond Meat
BYND
$482M
$2K ﹤0.01%
+167
AIR icon
2295
AAR Corp
AIR
$4.63B
$2K ﹤0.01%
+58
ALG icon
2296
Alamo Group
ALG
$2.06B
$2K ﹤0.01%
+13
CAC icon
2297
Camden National
CAC
$835M
$2K ﹤0.01%
+43
FRD icon
2298
Friedman Industries
FRD
$134M
$2K ﹤0.01%
+308
FREL icon
2299
Fidelity MSCI Real Estate Index ETF
FREL
$1.44B
$2K ﹤0.01%
+64
SNAP icon
2300
Snap
SNAP
$9.53B
$2K ﹤0.01%
+174