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
326
$9K ﹤0.01%
+41
327
$9K ﹤0.01%
+172
328
$9K ﹤0.01%
+97
329
$9K ﹤0.01%
+74
330
$9K ﹤0.01%
+305
331
$9K ﹤0.01%
+150
332
$9K ﹤0.01%
+271
333
$9K ﹤0.01%
57
-1,302
334
$8K ﹤0.01%
+330
335
$8K ﹤0.01%
+375
336
$8K ﹤0.01%
+3,500
337
$8K ﹤0.01%
+111
338
$8K ﹤0.01%
+182
339
$8K ﹤0.01%
+150
340
$8K ﹤0.01%
+112
341
$7K ﹤0.01%
+209
342
$7K ﹤0.01%
+63
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$7K ﹤0.01%
+943
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$7K ﹤0.01%
+484
345
$7K ﹤0.01%
+676
346
$7K ﹤0.01%
+187
347
$7K ﹤0.01%
+111
348
$7K ﹤0.01%
+90
349
$7K ﹤0.01%
+88
350
$7K ﹤0.01%
+576