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
$2.29B
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$13.3M
3
+$5.43M
4
JNJ icon
Johnson & Johnson
JNJ
+$5M
5
AAPL icon
Apple
AAPL
+$4.86M

Top Sells

1
+$10.8M
2
+$4.79M
3
+$4.78M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$4.73M
5
MMM icon
3M
MMM
+$2.98M

Sector Composition

1 Technology 3.85%
2 Financials 2.55%
3 Healthcare 2%
4 Consumer Staples 1.64%
5 Consumer Discretionary 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$255K 0.01%
937
+159
352
$254K 0.01%
1,668
-103
353
$254K 0.01%
7,571
+603
354
$252K 0.01%
+8,073
355
$252K 0.01%
1,532
-279
356
$250K 0.01%
3,615
+3
357
$250K 0.01%
+5,447
358
$247K 0.01%
3,161
-38,112
359
$245K 0.01%
3,236
360
$244K 0.01%
22,451
-132
361
$241K 0.01%
+1,160
362
$240K 0.01%
+4,223
363
$239K 0.01%
1,843
-17
364
$239K 0.01%
+1,962
365
$232K 0.01%
2,255
-667
366
$231K 0.01%
15,220
367
$231K 0.01%
2,275
+274
368
$228K 0.01%
1,536
+17
369
$226K 0.01%
+2,002
370
$224K 0.01%
7,082
371
$222K 0.01%
6,376
-2,125
372
$222K 0.01%
1,662
373
$219K 0.01%
2,689
+4
374
$216K 0.01%
+1,394
375
$215K 0.01%
+3,888
13 14
15
16 17