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
EGLX
2451
DELISTED
Enthusiast Gaming Holdings Inc. Common Stock
EGLX
$1K ﹤0.01%
+1,000
RAD
2452
DELISTED
Rite Aid Corporation
RAD
$1K ﹤0.01%
+210
FOCS
2453
DELISTED
Focus Financial Partners Inc. Class A
FOCS
$1K ﹤0.01%
+37
BBIG
2454
DELISTED
Vinco Ventures, Inc. Common Stock
BBIG
$1K ﹤0.01%
+50
VRAY
2455
DELISTED
ViewRay, Inc.
VRAY
$1K ﹤0.01%
+362
NMTR
2456
DELISTED
9 Meters Biopharma
NMTR
$1K ﹤0.01%
+225
ISEE
2457
DELISTED
IVERIC bio, Inc. Common Stock
ISEE
$1K ﹤0.01%
+39
TPGY
2458
DELISTED
TPG Pace Beneficial Finance Corp.
TPGY
$1K ﹤0.01%
+100
ACRS icon
2459
Aclaris Therapeutics
ACRS
$301M
$1K ﹤0.01%
+68
ADMA icon
2460
ADMA Biologics
ADMA
$4.69B
$1K ﹤0.01%
+563
AGL icon
2461
Agilon Health
AGL
$282M
$1K ﹤0.01%
+59
AHCO icon
2462
AdaptHealth
AHCO
$1.26B
$1K ﹤0.01%
+67
AI icon
2463
C3.ai
AI
$2.07B
$1K ﹤0.01%
+100
AKO.B icon
2464
Embotelladora Andina Series B
AKO.B
$4.25B
$1K ﹤0.01%
+127
ALGT icon
2465
Allegiant Air
ALGT
$1.46B
$1K ﹤0.01%
+15
AMPL icon
2466
Amplitude
AMPL
$1.42B
$1K ﹤0.01%
+78
AOA icon
2467
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.71B
$1K ﹤0.01%
+15
ARCT icon
2468
Arcturus Therapeutics
ARCT
$187M
$1K ﹤0.01%
+46
ASC icon
2469
Ardmore Shipping
ASC
$499M
$1K ﹤0.01%
+80
ASPN icon
2470
Aspen Aerogels
ASPN
$288M
$1K ﹤0.01%
+126
AVAL icon
2471
Grupo Aval
AVAL
$4.97B
$1K ﹤0.01%
+470
AVD icon
2472
American Vanguard Corp
AVD
$132M
$1K ﹤0.01%
+46
AVNW icon
2473
Aviat Networks
AVNW
$271M
$1K ﹤0.01%
+44
AVXL icon
2474
Anavex Life Sciences
AVXL
$408M
$1K ﹤0.01%
+137
AZEK
2475
DELISTED
The AZEK Co
AZEK
$1K ﹤0.01%
+38