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
HLNE icon
2276
Hamilton Lane
HLNE
$6.72B
$2K ﹤0.01%
+31
HRI icon
2277
Herc Holdings
HRI
$5.25B
$2K ﹤0.01%
+24
HYLB icon
2278
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$4.04B
$2K ﹤0.01%
+71
IGMS
2279
DELISTED
IGM Biosciences
IGMS
$2K ﹤0.01%
+108
INO icon
2280
Inovio Pharmaceuticals
INO
$104M
$2K ﹤0.01%
+92
ITB icon
2281
iShares US Home Construction ETF
ITB
$2.87B
$2K ﹤0.01%
+37
ITUB icon
2282
Itaú Unibanco
ITUB
$81.4B
$2K ﹤0.01%
+392
IUSG icon
2283
iShares Core S&P US Growth ETF
IUSG
$26.5B
$2K ﹤0.01%
+28
JNK icon
2284
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.7B
$2K ﹤0.01%
+24
KE
2285
Kimball Electronics
KE
$750M
$2K ﹤0.01%
+135
KRNY icon
2286
Kearny Financial
KRNY
$494M
$2K ﹤0.01%
+196
LC icon
2287
LendingClub
LC
$2.39B
$2K ﹤0.01%
+219
MGNI icon
2288
Magnite
MGNI
$2.07B
$2K ﹤0.01%
+232
MOV icon
2289
Movado Group
MOV
$505M
$2K ﹤0.01%
+82
OBK icon
2290
Origin Bancorp
OBK
$1.25B
$2K ﹤0.01%
+52
OIS icon
2291
Oil States International
OIS
$489M
$2K ﹤0.01%
+409
OM icon
2292
Outset Medical
OM
$96.2M
$2K ﹤0.01%
+7
ONON icon
2293
On Holding
ONON
$14.9B
$2K ﹤0.01%
+100
ORC
2294
Orchid Island Capital
ORC
$1.53B
$2K ﹤0.01%
+195
PUMP icon
2295
ProPetro Holding
PUMP
$1.07B
$2K ﹤0.01%
+191
SA
2296
Seabridge Gold
SA
$3.26B
$2K ﹤0.01%
+188
SATS icon
2297
EchoStar
SATS
$35.5B
$2K ﹤0.01%
+141
SBH icon
2298
Sally Beauty Holdings
SBH
$1.52B
$2K ﹤0.01%
+141
TALO icon
2299
Talos Energy
TALO
$1.93B
$2K ﹤0.01%
+117
ZYXI
2300
DELISTED
Zynex
ZYXI
$2K ﹤0.01%
+211