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
$701M
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Sells

1 +$9.39M
2 +$2.17M
3 +$555K
4
ACIW icon
ACI Worldwide
ACIW
+$328K
5
MCO icon
Moody's
MCO
+$325K

Sector Composition

1 Financials 7.23%
2 Technology 4.05%
3 Healthcare 2.89%
4 Industrials 2.3%
5 Consumer Staples 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$15K ﹤0.01%
+283
302
$14K ﹤0.01%
+275
303
$14K ﹤0.01%
+306
304
$14K ﹤0.01%
+100
305
$14K ﹤0.01%
+246
306
$13K ﹤0.01%
+74
307
$13K ﹤0.01%
+275
308
0
309
$13K ﹤0.01%
+222
310
$12K ﹤0.01%
+187
311
$12K ﹤0.01%
+94
312
$12K ﹤0.01%
+398
313
$12K ﹤0.01%
+117
314
$12K ﹤0.01%
+63
315
$12K ﹤0.01%
+222
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$12K ﹤0.01%
+697
317
$11K ﹤0.01%
+315
318
$11K ﹤0.01%
+83
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$11K ﹤0.01%
+600
320
$10K ﹤0.01%
+139
321
$10K ﹤0.01%
+275
322
$10K ﹤0.01%
+161
323
$10K ﹤0.01%
+120
324
$9K ﹤0.01%
+103
325
$9K ﹤0.01%
+302