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
ADMA icon
2376
ADMA Biologics
ADMA
$3.74B
$1K ﹤0.01%
+563
AGL icon
2377
Agilon Health
AGL
$276M
$1K ﹤0.01%
+59
AMPL icon
2378
Amplitude
AMPL
$1.05B
$1K ﹤0.01%
+78
AOA icon
2379
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.84B
$1K ﹤0.01%
+15
BCO icon
2380
Brink's
BCO
$5.06B
$1K ﹤0.01%
+18
BE icon
2381
Bloom Energy
BE
$44.9B
$1K ﹤0.01%
+33
BF.B icon
2382
Brown-Forman Class B
BF.B
$12.1B
$1K ﹤0.01%
+18
CDLX icon
2383
Cardlytics
CDLX
$44.1M
$1K ﹤0.01%
+72
CENX icon
2384
Century Aluminum
CENX
$5.33B
$1K ﹤0.01%
+166
CMBM icon
2385
Cambium Networks
CMBM
$35.6M
$1K ﹤0.01%
+78
COHU icon
2386
Cohu
COHU
$1.35B
$1K ﹤0.01%
+37
DEA
2387
Easterly Government Properties
DEA
$1.06B
$1K ﹤0.01%
+13
DLX icon
2388
Deluxe
DLX
$1.27B
$1K ﹤0.01%
+82
AXIA
2389
AXIA Energia
AXIA
$25.5B
$1K ﹤0.01%
+208
EVO icon
2390
Evotec
EVO
$1.11B
$1K ﹤0.01%
+158
EWTX icon
2391
Edgewise Therapeutics
EWTX
$3.01B
$1K ﹤0.01%
+87
EWX icon
2392
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$715M
$1K ﹤0.01%
+28
HLI icon
2393
Houlihan Lokey
HLI
$11B
$1K ﹤0.01%
+8
HSTM icon
2394
HealthStream
HSTM
$649M
$1K ﹤0.01%
+42
HUMA icon
2395
Humacyte
HUMA
$210M
$1K ﹤0.01%
+200
IVR icon
2396
Invesco Mortgage Capital
IVR
$691M
$1K ﹤0.01%
+57
KOD icon
2397
Kodiak Sciences
KOD
$1.54B
$1K ﹤0.01%
+102
LAZR
2398
DELISTED
Luminar Technologies
LAZR
$1K ﹤0.01%
+13
LEGH icon
2399
Legacy Housing
LEGH
$493M
$1K ﹤0.01%
+48
OPRT icon
2400
Oportun Financial
OPRT
$233M
$1K ﹤0.01%
+144