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
351
$7K ﹤0.01%
+491
352
$6K ﹤0.01%
+99
353
$6K ﹤0.01%
+227
354
$6K ﹤0.01%
+65
355
$6K ﹤0.01%
+71
356
$6K ﹤0.01%
+139
357
$6K ﹤0.01%
+109
358
$6K ﹤0.01%
+436
359
$6K ﹤0.01%
+107
360
$6K ﹤0.01%
+82
361
$5K ﹤0.01%
+134
362
$5K ﹤0.01%
+75
363
$5K ﹤0.01%
+61
364
$5K ﹤0.01%
+161
365
$5K ﹤0.01%
+79
366
$5K ﹤0.01%
+32
367
$5K ﹤0.01%
+7
368
$4K ﹤0.01%
+184
369
$4K ﹤0.01%
+141
370
$4K ﹤0.01%
+88
371
$4K ﹤0.01%
+126
372
$3K ﹤0.01%
+165
373
$3K ﹤0.01%
+63
374
$3K ﹤0.01%
+184
375
$3K ﹤0.01%
+28