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
$1.09B
AUM Growth
-$89.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1 +$15.2M
2 +$10.7M
3 +$7.33M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$7.25M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$7.16M

Sector Composition

1 Technology 2.5%
2 Financials 2.35%
3 Healthcare 0.9%
4 Industrials 0.74%
5 Consumer Staples 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-1,301
227
-1,394