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
251
$43K 0.02%
473
+26
252
$42K 0.02%
2,232
+177
253
$42K 0.02%
550
254
$42K 0.02%
300
255
$42K 0.02%
1,528
256
$42K 0.02%
+1,106
257
$42K 0.02%
+918
258
$41K 0.02%
+1,000
259
$41K 0.02%
871
260
$40K 0.02%
625
-338
261
$40K 0.02%
806
262
$38K 0.02%
1,395
263
$38K 0.02%
370
-594
264
$38K 0.02%
+2,000
265
$37K 0.02%
+747
266
$36K 0.02%
+900
267
$36K 0.02%
310
268
$36K 0.02%
403
269
$35K 0.01%
4,228
270
$34K 0.01%
461
-210
271
$34K 0.01%
1,290
272
$33K 0.01%
600
273
$33K 0.01%
1,264
+4
274
$33K 0.01%
558
-12
275
$33K 0.01%
621
9 10
11
12 13