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
$2.29B
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$13.3M
3
+$5.43M
4
JNJ icon
Johnson & Johnson
JNJ
+$5M
5
AAPL icon
Apple
AAPL
+$4.86M

Top Sells

1
+$10.8M
2
+$4.79M
3
+$4.78M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$4.73M
5
MMM icon
3M
MMM
+$2.98M

Sector Composition

1 Technology 3.85%
2 Financials 2.55%
3 Healthcare 2%
4 Consumer Staples 1.64%
5 Consumer Discretionary 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$565K 0.02%
1,976
+44
252
$557K 0.02%
23,402
253
$554K 0.02%
7,652
-1,587
254
$554K 0.02%
29,317
255
$548K 0.02%
6,059
+81
256
$545K 0.02%
1,253
-31
257
$522K 0.02%
+7,744
258
$516K 0.02%
9,500
-33
259
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6,115
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260
$508K 0.02%
2,206
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261
$499K 0.02%
+4,338
262
$497K 0.02%
8,505
-1,210
263
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5,343
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264
$486K 0.02%
+17,728
265
$481K 0.02%
1,177
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266
$475K 0.02%
11,540
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267
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8,993
268
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269
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14,015
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270
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665
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271
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1,161
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272
$457K 0.02%
+38,460
273
$455K 0.02%
2,313
274
$454K 0.02%
1,552
275
$453K 0.02%
5,885
9 10
11
12 13