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
$240M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
786
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$2.72M
3
+$2.34M
4
ADTN icon
Adtran
ADTN
+$2.09M
5
VMC icon
Vulcan Materials
VMC
+$1.82M

Top Sells

1
+$3.43M
2
+$1.76M
3
+$1.59M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$375K
5
AAPL icon
Apple
AAPL
+$259K

Sector Composition

1 Financials 5.9%
2 Energy 3.61%
3 Technology 2.86%
4 Industrials 2.35%
5 Consumer Staples 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$53K 0.02%
3,467
+1,605
227
$53K 0.02%
1,754
+4
228
$52K 0.02%
712
229
$51K 0.02%
2,000
230
$51K 0.02%
722
-31
231
$50K 0.02%
10,000
232
$50K 0.02%
387
233
$50K 0.02%
1,830
234
$49K 0.02%
+781
235
$48K 0.02%
4,000
236
$48K 0.02%
665
-316
237
$47K 0.02%
1,200
238
$47K 0.02%
1,279
+1,156
239
$47K 0.02%
+2,927
240
$47K 0.02%
600
241
$46K 0.02%
1,222
-735
242
$46K 0.02%
+4,748
243
$45K 0.02%
4,413
+21
244
$45K 0.02%
372
245
$45K 0.02%
+2,027
246
$45K 0.02%
1,114
+1,037
247
$44K 0.02%
1,334
+15
248
$44K 0.02%
759
-25
249
$44K 0.02%
+768
250
$43K 0.02%
+1,651
8 9
10
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