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
SHAK icon
2426
Shake Shack
SHAK
$4.18B
$1K ﹤0.01%
+29
SHYF
2427
DELISTED
The Shyft Group
SHYF
$1K ﹤0.01%
+61
SIFY
2428
Sify Technologies
SIFY
$1.05B
$1K ﹤0.01%
+78
SIM icon
2429
Grupo SIMEC
SIM
$1K ﹤0.01%
+30
HTO
2430
H2O America
HTO
$2.5B
$1K ﹤0.01%
+18
VHI icon
2431
Valhi
VHI
$406M
$1K ﹤0.01%
+23
VRT icon
2432
Vertiv
VRT
$122B
$1K ﹤0.01%
+114
VSEC icon
2433
VSE Corp
VSEC
$5.84B
$1K ﹤0.01%
+36
VTOL icon
2434
Bristow Group
VTOL
$1.38B
$1K ﹤0.01%
+33
CRSR icon
2435
Corsair Gaming
CRSR
$701M
$1K ﹤0.01%
+83
CUK icon
2436
Carnival PLC
CUK
$38.4B
$1K ﹤0.01%
+181
CVGW icon
2437
Calavo Growers
CVGW
$491M
$1K ﹤0.01%
+32
CYRX icon
2438
CryoPort
CYRX
$535M
$1K ﹤0.01%
+29
AI icon
2439
C3.ai
AI
$1.36B
$1K ﹤0.01%
+100
GDYN icon
2440
Grid Dynamics Holdings
GDYN
$516M
$1K ﹤0.01%
+60
GHG
2441
GreenTree Hospitality
GHG
$127M
$1K ﹤0.01%
+161
KOP icon
2442
Koppers
KOP
$719M
$1K ﹤0.01%
+70
KROS icon
2443
Keros Therapeutics
KROS
$227M
$1K ﹤0.01%
+21
ARCT icon
2444
Arcturus Therapeutics
ARCT
$252M
$1K ﹤0.01%
+46
ASC icon
2445
Ardmore Shipping
ASC
$634M
$1K ﹤0.01%
+80
ASPN icon
2446
Aspen Aerogels
ASPN
$300M
$1K ﹤0.01%
+126
AVAL icon
2447
Grupo Aval
AVAL
$5.59B
$1K ﹤0.01%
+470
AVD icon
2448
American Vanguard Corp
AVD
$80.8M
$1K ﹤0.01%
+46
AVNW icon
2449
Aviat Networks
AVNW
$292M
$1K ﹤0.01%
+44
AVXL icon
2450
Anavex Life Sciences
AVXL
$334M
$1K ﹤0.01%
+137