WFA
Wipfli Financial Advisors Portfolio holdings
AUM
$1.42B
This Quarter Return
+18.44%
1 Year Return
-20.63%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$168M
AUM Growth
–
Cap. Flow
+$168M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
92.3%
Holding
37
New
37
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Avantis Emerging Markets Equity ETF
AVEM
|
$108M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$12.9M |
| 3 |
iShares Russell 2000 Growth ETF
IWO
|
$11.6M |
| 4 |
Schwab US Large-Cap Value ETF
SCHV
|
$9.14M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$7.33M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.52% |
| 2 | Financials | 0.39% |
| 3 | Consumer Discretionary | 0.27% |
| 4 | Industrials | 0.24% |
