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
326
$27K 0.01%
+385
327
$26K 0.01%
+642
328
$26K 0.01%
+328
329
$26K 0.01%
+800
330
$26K 0.01%
+5
331
$26K 0.01%
+879
332
$25K 0.01%
+4,520
333
$25K 0.01%
+10,545
334
$25K 0.01%
+1,650
335
$25K 0.01%
+314
336
$25K 0.01%
+510
337
$25K 0.01%
+640
338
$25K 0.01%
+790
339
$24K 0.01%
+520
340
$23K 0.01%
+644
341
$23K 0.01%
+449
342
$23K 0.01%
+453
343
$23K 0.01%
+300
344
$22K 0.01%
+878
345
$22K 0.01%
+500
346
$22K 0.01%
+262
347
$22K 0.01%
+150
348
$21K 0.01%
+300
349
$21K 0.01%
+588
350
$21K 0.01%
+416
12 13
14
15 16