WA
Waverly Advisors Portfolio holdings
AUM $8.2B
AUM
$8.2B
AUM Growth
+$1.74B (+27%)
Cap. Flow
+$1.91B
Cap. Flow % of AUM
23.26%
Top 10 Holdings %Top 10 Hldgs %
23.29%
Holding
1,132
New
151
Increased
647
Reduced
276
Closed
23
Top Buys
1 | $116M | |
2 | $67.6M | |
3 | $60.5M | |
4 | $47.8M | |
5 | $42M |
Top Sells
1 | $3.44M | |
2 | $3.42M | |
3 | $3.25M | |
4 | $2.83M | |
5 | $2.72M |
Sector Composition
1 | Technology | 9.7% |
2 | Financials | 5.75% |
3 | Healthcare | 3.57% |
4 | Consumer Staples | 3.1% |
5 | Industrials | 2.91% |