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
251
$49K 0.03%
+3,157
252
$49K 0.03%
+2,109
253
$48K 0.02%
+175
254
$48K 0.02%
+690
255
$48K 0.02%
+1,218
256
$47K 0.02%
+1,483
257
$47K 0.02%
+6,279
258
$47K 0.02%
+699
259
$47K 0.02%
+605
260
$47K 0.02%
+1,100
261
$47K 0.02%
+1,529
262
$46K 0.02%
+4,375
263
$46K 0.02%
+476
264
$46K 0.02%
+675
265
$46K 0.02%
+1,784
266
$46K 0.02%
+1,276
267
$46K 0.02%
+2,611
268
$46K 0.02%
+1,047
269
$45K 0.02%
+1,200
270
$45K 0.02%
+1,250
271
$45K 0.02%
+643
272
$43K 0.02%
+1,512
273
$42K 0.02%
+895
274
$42K 0.02%
917
-6,209
275
$42K 0.02%
+108,000
9 10
11
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