WA

Waverly Advisors Portfolio holdings

AUM $10B
1-Year Est. Return 15.12%
This Quarter Est. Return
1 Year Est. Return
+15.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.28B
AUM Growth
+$364M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$23.1M
3
+$15.6M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$14.6M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$13.3M

Top Sells

1
+$12.7M
2
+$5.43M
3
+$4.5M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$4.3M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$3.91M

Sector Composition

1 Technology 3.41%
2 Financials 2.19%
3 Healthcare 1.63%
4 Consumer Discretionary 1.26%
5 Consumer Staples 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$465K 0.02%
+1,183
252
$458K 0.02%
2,553
+110
253
$457K 0.02%
4,617
+84
254
$453K 0.02%
+17,568
255
$450K 0.02%
10,000
256
$442K 0.02%
29,317
-903
257
$440K 0.02%
11,953
-9,113
258
$434K 0.02%
3,272
+616
259
$427K 0.02%
12,658
+2,242
260
$425K 0.02%
2,313
+1,024
261
$423K 0.02%
2,788
+20
262
$414K 0.02%
+7,650
263
$400K 0.02%
14,988
-815
264
$399K 0.02%
4,350
+384
265
$399K 0.02%
2,032
+1,199
266
$390K 0.02%
+3,203
267
$387K 0.02%
14,811
+7
268
$375K 0.02%
766
+214
269
$368K 0.02%
21,354
+5,592
270
$368K 0.02%
4,957
+13
271
$366K 0.02%
+15,385
272
$363K 0.02%
+2,991
273
$357K 0.02%
4,915
+1,368
274
$355K 0.02%
16,527
275
$355K 0.02%
+9,746
9 10
11
12 13