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
351
$20K 0.01%
+576
352
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+149
353
$20K 0.01%
+422
354
$20K 0.01%
+528
355
$20K 0.01%
+2,360
356
$19K 0.01%
+383
357
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+194
358
$19K 0.01%
+489
359
$19K 0.01%
+246
360
$19K 0.01%
+889
361
$19K 0.01%
+203
362
$18K 0.01%
+362
363
$18K 0.01%
+795
364
$18K 0.01%
+900
365
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366
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+1,048
367
$18K 0.01%
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368
$18K 0.01%
+382
369
$18K 0.01%
+1,020
370
$18K 0.01%
+333
371
$18K 0.01%
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372
$18K 0.01%
+300
373
$17K 0.01%
+390
374
$17K 0.01%
+233
375
$17K 0.01%
+189