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
276
$42K 0.02%
+840
277
$42K 0.02%
+3,320
278
$41K 0.02%
+821
279
$41K 0.02%
+373
280
$40K 0.02%
+1,594
281
$40K 0.02%
+794
282
$39K 0.02%
+207
283
$39K 0.02%
+740
284
$38K 0.02%
+672
285
$38K 0.02%
+1,210
286
$38K 0.02%
+1,048
287
$38K 0.02%
+395
288
$38K 0.02%
+580
289
$37K 0.02%
+433
290
$36K 0.02%
+3,789
291
$36K 0.02%
+1,125
292
$36K 0.02%
+1,466
293
$36K 0.02%
+1,822
294
$35K 0.02%
+419
295
$35K 0.02%
+101
296
$35K 0.02%
+830
297
$34K 0.02%
+1,343
298
$34K 0.02%
+1,732
299
$34K 0.02%
+1,100
300
$33K 0.02%
+3,867
10 11
12
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