Wipfli Financial Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dimensional US Marketwide Value ETF
DFUV
|
+$55.3M |
| 2 |
Apple
AAPL
|
+$31.8M |
| 3 |
Avantis US Equity ETF
AVUS
|
+$29.6M |
| 4 |
Microsoft
MSFT
|
+$20.4M |
| 5 |
Avantis International Equity ETF
AVDE
|
+$15.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dimensional US Core Equity Market ETF
DFAU
|
+$22.9M |
| 2 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$8.29M |
| 3 |
Dimensional US Targeted Value ETF
DFAT
|
+$6.75M |
| 4 |
Dimensional International Value ETF
DFIV
|
+$4.35M |
| 5 |
Fidelity Total Bond ETF
FBND
|
+$4.15M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 6.97% |
| 2 | Financials | 4.2% |
| 3 | Healthcare | 4.06% |
| 4 | Consumer Discretionary | 3.2% |
| 5 | Industrials | 2.51% |
Similar funds
Wipfli Financial Advisors's Q3 2022 Portfolio in Review
As of Q3 2022, Wipfli Financial Advisors held 2,645 positions worth $1.42B, up 55% from $920M the previous quarter. Its ten largest holdings account for 54% of the portfolio.
Wipfli Financial Advisors deployed $635M of net new capital in Q3 2022, opening 2,553 new positions and adding to 60 existing holdings. Its largest new stake was Dimensional US Marketwide Value ETF: 1,700,391 shares worth $50.3M.
By sector, the portfolio is most concentrated in Technology at 7% of assets, up from 0.1% a quarter earlier, followed by Financials and Healthcare.
On the sell side, the largest reduction was Dimensional US Core Equity Market ETF, an estimated $22.9M trimmed.
- Wipfli Financial Advisors's largest Q3 2022 buy was Dimensional US Marketwide Value ETF: 1,700,391 shares worth $50.3M.
- Wipfli Financial Advisors added most to Apple in Q3 2022, an estimated $31.8M increase.
- Wipfli Financial Advisors's biggest Q3 2022 reduction was Dimensional US Core Equity Market ETF, cutting an estimated $22.9M.
- Wipfli Financial Advisors fully exited Dimensional International Core Equity 2 ETF in Q3 2022, selling an estimated $368K.
- Wipfli Financial Advisors's ten largest holdings make up 54% of its $1.42B portfolio in Q3 2022.
- Wipfli Financial Advisors opened 2,553 new positions and closed 1 in Q3 2022.
- Wipfli Financial Advisors's portfolio value rose 55% quarter-over-quarter to $1.42B.
Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.