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
301
$24K 0.01%
+814
302
$24K 0.01%
540
-14
303
$24K 0.01%
284
-708
304
$24K 0.01%
1,188
305
$24K 0.01%
467
+106
306
$24K 0.01%
391
307
$23K 0.01%
229
308
$23K 0.01%
590
-38
309
$23K 0.01%
13
310
$23K 0.01%
506
+60
311
$23K 0.01%
528
312
$23K 0.01%
186
313
$22K 0.01%
131
-55
314
$22K 0.01%
133
315
$22K 0.01%
+294
316
$22K 0.01%
+233
317
$22K 0.01%
+657
318
$22K 0.01%
+913
319
$22K 0.01%
824
320
$22K 0.01%
999
321
$22K 0.01%
100
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322
$21K 0.01%
470
323
$21K 0.01%
220
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324
$21K 0.01%
+751
325
$21K 0.01%
+300
11 12
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