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
$145M
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Sells

1 +$10.2M
2 +$1.37M
3 +$958K
4
SFBS icon
ServisFirst Bancshares
SFBS
+$491K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$453K

Sector Composition

1 Financials 4.34%
2 Technology 2%
3 Energy 1.89%
4 Consumer Staples 1.77%
5 Industrials 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$25K 0.02%
645
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$25K 0.02%
250
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$25K 0.02%
333
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$24K 0.02%
372
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850
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+165
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$24K 0.02%
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$24K 0.02%
+491
236
$24K 0.02%
+309
237
$24K 0.02%
+638
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$23K 0.02%
+215
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$23K 0.02%
+309
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340
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$23K 0.02%
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$23K 0.02%
528
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$22K 0.02%
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$22K 0.02%
+491
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$22K 0.02%
+816
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$22K 0.02%
+3,430
250
$22K 0.02%
1,344