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
$145M
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Sells

1 +$10.2M
2 +$1.37M
3 +$958K
4
SFBS icon
ServisFirst Bancshares
SFBS
+$491K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$453K

Sector Composition

1 Financials 4.34%
2 Technology 2%
3 Energy 1.89%
4 Consumer Staples 1.77%
5 Industrials 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$7K ﹤0.01%
710
352
$7K ﹤0.01%
400
353
$7K ﹤0.01%
+1,043
354
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175
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238
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509
357
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358
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150
359
$7K ﹤0.01%
102
360
$7K ﹤0.01%
2,638
361
$6K ﹤0.01%
52
362
$6K ﹤0.01%
151
363
$6K ﹤0.01%
446
364
$6K ﹤0.01%
270
365
$6K ﹤0.01%
179
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$5K ﹤0.01%
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$5K ﹤0.01%
500
368
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182
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54
370
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340
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$5K ﹤0.01%
90
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$4K ﹤0.01%
72
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$4K ﹤0.01%
70
374
$4K ﹤0.01%
+150
375
$4K ﹤0.01%
152
+72