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
276
$32K 0.01%
548
+438
277
$32K 0.01%
1,125
278
$32K 0.01%
+753
279
$32K 0.01%
863
-55
280
$32K 0.01%
478
+360
281
$31K 0.01%
422
282
$31K 0.01%
310
283
$31K 0.01%
1,257
-1
284
$31K 0.01%
378
285
$30K 0.01%
380
286
$30K 0.01%
319
287
$30K 0.01%
623
+517
288
$29K 0.01%
494
289
$29K 0.01%
1,311
290
$29K 0.01%
+248
291
$29K 0.01%
267
292
$28K 0.01%
585
+26
293
$28K 0.01%
282
294
$27K 0.01%
86
+10
295
$27K 0.01%
1,243
296
$26K 0.01%
218
297
$26K 0.01%
336
298
$26K 0.01%
837
+53
299
$24K 0.01%
20
300
$24K 0.01%
1,075
10 11
12
13 14