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
$145M
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Sells

1 +$10.2M
2 +$1.37M
3 +$958K
4
SFBS icon
ServisFirst Bancshares
SFBS
+$491K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$453K

Sector Composition

1 Financials 4.34%
2 Technology 2%
3 Energy 1.89%
4 Consumer Staples 1.77%
5 Industrials 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$19K 0.01%
1,048
277
$19K 0.01%
+570
278
$19K 0.01%
+2,261
279
$19K 0.01%
+1,185
280
$19K 0.01%
+439
281
$19K 0.01%
+505
282
$19K 0.01%
1,468
283
$18K 0.01%
+556
284
$18K 0.01%
+170
285
$18K 0.01%
328
-101
286
$18K 0.01%
+920
287
$18K 0.01%
213
288
$18K 0.01%
+686
289
$18K 0.01%
+1,529
290
$17K 0.01%
300
291
$17K 0.01%
250
292
$17K 0.01%
257
293
$17K 0.01%
+233
294
$17K 0.01%
380
295
$17K 0.01%
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296
$17K 0.01%
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297
$17K 0.01%
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298
$17K 0.01%
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299
$17K 0.01%
77
300
$17K 0.01%
1,077
+647