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
AVXL icon
2426
Anavex Life Sciences
AVXL
$448M
$1K ﹤0.01%
+137
AZEK
2427
DELISTED
The AZEK Co
AZEK
$1K ﹤0.01%
+38
BAB icon
2428
Invesco Taxable Municipal Bond ETF
BAB
$1.04B
$1K ﹤0.01%
+39
BATRK icon
2429
Atlanta Braves Holdings Series B
BATRK
$2.52B
$1K ﹤0.01%
+33
BBUC
2430
Brookfield Business Corp
BBUC
$2.55B
$1K ﹤0.01%
+46
BNTX icon
2431
BioNTech
BNTX
$27.4B
$1K ﹤0.01%
+5
BRC icon
2432
Brady Corp
BRC
$3.98B
$1K ﹤0.01%
+13
BSAC icon
2433
Banco Santander Chile
BSAC
$15.7B
$1K ﹤0.01%
+90
CCO icon
2434
Clear Channel Outdoor Holdings
CCO
$1.06B
$1K ﹤0.01%
+674
COMP icon
2435
Compass
COMP
$9.31B
$1K ﹤0.01%
+500
CRF
2436
Cornerstone Total Return Fund
CRF
$1.23B
$1K ﹤0.01%
+102
CRON
2437
Cronos Group
CRON
$969M
$1K ﹤0.01%
+330
DSX icon
2438
Diana Shipping
DSX
$237M
$1K ﹤0.01%
+297
EAF icon
2439
GrafTech
EAF
$461M
$1K ﹤0.01%
+33
EDIT icon
2440
Editas Medicine
EDIT
$198M
$1K ﹤0.01%
+97
ESPR icon
2441
Esperion Therapeutics
ESPR
$721M
$1K ﹤0.01%
+184
EXPI icon
2442
eXp World Holdings
EXPI
$1.52B
$1K ﹤0.01%
+119
EXTR icon
2443
Extreme Networks
EXTR
$2.13B
$1K ﹤0.01%
+55
FCEL icon
2444
FuelCell Energy
FCEL
$384M
$1K ﹤0.01%
+10
FFWM icon
2445
First Foundation Inc
FFWM
$516M
$1K ﹤0.01%
+71
FIZZ icon
2446
National Beverage
FIZZ
$3.16B
$1K ﹤0.01%
+18
FOUR icon
2447
Shift4
FOUR
$4.43B
$1K ﹤0.01%
+12
FRHC icon
2448
Freedom Holding
FRHC
$7.71B
$1K ﹤0.01%
+29
GABC icon
2449
German American Bancorp
GABC
$1.51B
$1K ﹤0.01%
+41
GBIO icon
2450
Generation Bio
GBIO
$37.9M
$1K ﹤0.01%
+15