WA

Waverly Advisors Portfolio holdings

AUM $10B
1-Year Est. Return 15.12%
This Quarter Est. Return
1 Year Est. Return
+15.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
786
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$2.72M
3
+$2.34M
4
ADTN icon
Adtran
ADTN
+$2.09M
5
VMC icon
Vulcan Materials
VMC
+$1.82M

Top Sells

1
+$3.43M
2
+$1.76M
3
+$1.59M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$375K
5
AAPL icon
Apple
AAPL
+$259K

Sector Composition

1 Financials 5.9%
2 Energy 3.61%
3 Technology 2.86%
4 Industrials 2.35%
5 Consumer Staples 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$18K 0.01%
331
352
$18K 0.01%
220
+3
353
$18K 0.01%
+228
354
$18K 0.01%
664
355
$18K 0.01%
210
356
$17K 0.01%
167
357
$17K 0.01%
1,234
358
$17K 0.01%
69
+4
359
$16K 0.01%
402
+194
360
$16K 0.01%
175
361
$16K 0.01%
228
362
$16K 0.01%
166
363
$16K 0.01%
424
364
$16K 0.01%
241
+76
365
$16K 0.01%
+273
366
$16K 0.01%
219
367
$16K 0.01%
157
-157
368
$16K 0.01%
300
369
$16K 0.01%
275
370
$15K 0.01%
733
371
$15K 0.01%
137
+52
372
$15K 0.01%
149
373
$15K 0.01%
291
374
$15K 0.01%
+577
375
$15K 0.01%
289
-265
13 14
15
16 17