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
$8.2B
AUM Growth
+$1.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,132
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$67.6M
3
+$60.5M
4
AAPL icon
Apple
AAPL
+$47.8M
5
MSFT icon
Microsoft
MSFT
+$42M

Top Sells

1
+$3.44M
2
+$3.42M
3
+$3.25M
4
CBLS icon
Clough Hedged Equity ETF
CBLS
+$2.83M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$2.72M

Sector Composition

1 Technology 9.7%
2 Financials 5.75%
3 Healthcare 3.57%
4 Consumer Staples 3.1%
5 Industrials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$6.1M 0.07%
11,426
+6,262
252
$6.09M 0.07%
121,030
+35,811
253
$6.07M 0.07%
154,282
+10,053
254
$6.06M 0.07%
139,420
+12,427
255
$6.02M 0.07%
197,044
+5,648
256
$6.02M 0.07%
49,435
+25,007
257
$6.02M 0.07%
72,753
+1,415
258
$5.99M 0.07%
12,097
+298
259
$5.97M 0.07%
12,827
+1,311
260
$5.88M 0.07%
42,318
+26,632
261
$5.83M 0.07%
50,319
-201
262
$5.81M 0.07%
+40,260
263
$5.78M 0.07%
44,112
-1,403
264
$5.76M 0.07%
78,222
+322
265
$5.76M 0.07%
63,641
+2,108
266
$5.72M 0.07%
26,296
+20,228
267
$5.7M 0.07%
61,080
+25,630
268
$5.69M 0.07%
21,465
+10,638
269
$5.67M 0.07%
+215,990
270
$5.65M 0.07%
42,619
+2,976
271
$5.64M 0.07%
79,446
+48,846
272
$5.62M 0.07%
+262,987
273
$5.61M 0.07%
101,769
+16,444
274
$5.56M 0.07%
215,176
+29,364
275
$5.54M 0.07%
117,692
+12,604
9 10
11
12 13