WA

Waverly Advisors Portfolio holdings

AUM $9.11B
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$196M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
586
New
Increased
Reduced
Closed

Top Buys

1
+$477K
2
+$397K
3
+$368K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$359K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$298K

Top Sells

1
+$11.4M
2
+$284K
3
+$217K
4
CERN
Cerner Corp
CERN
+$200K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$162K

Sector Composition

1 Financials 3.43%
2 Healthcare 3.27%
3 Industrials 2.96%
4 Technology 2.74%
5 Energy 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$57K 0.03%
+2,581
227
$57K 0.03%
2,474
228
$57K 0.03%
+1,136
229
$56K 0.03%
+935
230
$55K 0.03%
+3,103
231
$55K 0.03%
+800
232
$55K 0.03%
+3,600
233
$54K 0.03%
+4,628
234
$54K 0.03%
+1,044
235
$54K 0.03%
+1,279
236
$54K 0.03%
+549
237
$54K 0.03%
+2,693
238
$54K 0.03%
+5,068
239
$52K 0.03%
+1,431
240
$52K 0.03%
+1,004
241
$51K 0.03%
+2,320
242
$51K 0.03%
+4,755
243
$51K 0.03%
+430
244
$51K 0.03%
+3,236
245
$51K 0.03%
+810
246
$51K 0.03%
+1,900
247
$50K 0.03%
+999
248
$50K 0.03%
+4,475
249
$49K 0.03%
+1,770
250
$49K 0.03%
+223
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