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
PFHD
2351
DELISTED
Professional Holding Corp. Class A Common stock
PFHD
$2K ﹤0.01%
+91
SWIR
2352
DELISTED
Sierra Wireless
SWIR
$2K ﹤0.01%
+62
WABC icon
2353
Westamerica Bancorp
WABC
$1.23B
$2K ﹤0.01%
+47
WKC icon
2354
World Kinect Corp
WKC
$1.53B
$2K ﹤0.01%
+91
WOW
2355
DELISTED
WideOpenWest
WOW
$2K ﹤0.01%
+165
DLHC icon
2356
DLH Holdings
DLHC
$83.8M
$1K ﹤0.01%
+50
ACRS icon
2357
Aclaris Therapeutics
ACRS
$284M
$1K ﹤0.01%
+68
ADMA icon
2358
ADMA Biologics
ADMA
$4.12B
$1K ﹤0.01%
+563
AGL icon
2359
Agilon Health
AGL
$423M
$1K ﹤0.01%
+59
AHCO icon
2360
AdaptHealth
AHCO
$1.44B
$1K ﹤0.01%
+67
AMPL icon
2361
Amplitude
AMPL
$1.33B
$1K ﹤0.01%
+78
AOA icon
2362
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.81B
$1K ﹤0.01%
+15
BCO icon
2363
Brink's
BCO
$5.22B
$1K ﹤0.01%
+18
BE icon
2364
Bloom Energy
BE
$35.4B
$1K ﹤0.01%
+33
BF.B icon
2365
Brown-Forman Class B
BF.B
$12.2B
$1K ﹤0.01%
+18
BN icon
2366
Brookfield
BN
$106B
$1K ﹤0.01%
+28
CDLX icon
2367
Cardlytics
CDLX
$64.9M
$1K ﹤0.01%
+72
CENX icon
2368
Century Aluminum
CENX
$4.44B
$1K ﹤0.01%
+166
CMBM icon
2369
Cambium Networks
CMBM
$48.9M
$1K ﹤0.01%
+78
COHU icon
2370
Cohu
COHU
$1.32B
$1K ﹤0.01%
+37
DEA
2371
Easterly Government Properties
DEA
$1.07B
$1K ﹤0.01%
+13
DLX icon
2372
Deluxe
DLX
$1.1B
$1K ﹤0.01%
+82
AXIA
2373
AXIA Energia
AXIA
$21.3B
$1K ﹤0.01%
+208
EFG icon
2374
iShares MSCI EAFE Growth ETF
EFG
$9.82B
$1K ﹤0.01%
+17
ELME
2375
Elme Communities
ELME
$272M
$1K ﹤0.01%
+47