WA
Waverly Advisors Portfolio holdings
AUM
$9.11B
1-Year Return
14.7%
This Quarter Return
+5.12%
1 Year Return
+14.7%
3 Year Return
+51.09%
5 Year Return
+83.3%
10 Year Return
+138.78%
AUM
$2.28B
AUM Growth
+$364M
(+19%)
Cap. Flow
+$270M
Cap. Flow
% of AUM
11.83%
Top 10 Holdings %
Top 10 Hldgs %
43.24%
Holding
374
New
78
Increased
162
Reduced
81
Closed
13
Top Buys
| 1 |
Dimensional Short-Duration Fixed Income ETF
DFSD
|
$23.9M |
| 2 |
Avantis US Equity ETF
AVUS
|
$23.1M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$15.6M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$14.6M |
| 5 |
Avantis US Small Cap Value ETF
AVUV
|
$13.3M |
Top Sells
Sector Composition
| 1 | Technology | 3.41% |
| 2 | Financials | 2.19% |
| 3 | Healthcare | 1.63% |
| 4 | Consumer Discretionary | 1.26% |
| 5 | Consumer Staples | 1.05% |
