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
BELFB
2301
Bel Fuse Inc Class B
BELFB
$2.56B
$2K ﹤0.01%
+84
BETZ icon
2302
Roundhill Sports Betting & iGaming ETF
BETZ
$52.9M
$2K ﹤0.01%
+150
AG icon
2303
First Majestic Silver
AG
$13B
$2K ﹤0.01%
+267
ANDE icon
2304
Andersons Inc
ANDE
$2.15B
$2K ﹤0.01%
+65
AOUT icon
2305
American Outdoor Brands
AOUT
$114M
$2K ﹤0.01%
+189
BRY
2306
DELISTED
Berry Corp
BRY
$2K ﹤0.01%
+239
BYND icon
2307
Beyond Meat
BYND
$353M
$2K ﹤0.01%
+167
CGC
2308
Canopy Growth
CGC
$393M
$2K ﹤0.01%
+59
CNXN icon
2309
PC Connection
CNXN
$1.55B
$2K ﹤0.01%
+44
COKE icon
2310
Coca-Cola Consolidated
COKE
$13.6B
$2K ﹤0.01%
+40
CRAI icon
2311
CRA International
CRAI
$1.22B
$2K ﹤0.01%
+25
DDS icon
2312
Dillards
DDS
$9.68B
$2K ﹤0.01%
+9
GES
2313
DELISTED
Guess Inc
GES
$2K ﹤0.01%
+150
GIL icon
2314
Gildan
GIL
$12.2B
$2K ﹤0.01%
+56
GPRO icon
2315
GoPro
GPRO
$160M
$2K ﹤0.01%
+359
HRI icon
2316
Herc Holdings
HRI
$4.4B
$2K ﹤0.01%
+24
HYLB icon
2317
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.67B
$2K ﹤0.01%
+71
IGMS
2318
DELISTED
IGM Biosciences
IGMS
$2K ﹤0.01%
+108
INO icon
2319
Inovio Pharmaceuticals
INO
$115M
$2K ﹤0.01%
+92
OBK icon
2320
Origin Bancorp
OBK
$1.28B
$2K ﹤0.01%
+52
OIS icon
2321
Oil States International
OIS
$744M
$2K ﹤0.01%
+409
PNTG icon
2322
Pennant Group
PNTG
$1.15B
$2K ﹤0.01%
+146
PSMT icon
2323
Pricesmart
PSMT
$4.52B
$2K ﹤0.01%
+29
UPLD icon
2324
Upland Software
UPLD
$21.4M
$2K ﹤0.01%
+276
AIR icon
2325
AAR Corp
AIR
$4.38B
$2K ﹤0.01%
+58