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
$5.1B
AUM Growth
+$850M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$27.4M
3
+$24.6M
4
AAPL icon
Apple
AAPL
+$24.2M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$15.8M

Top Sells

1
+$13.5M
2
+$8.48M
3
+$8.42M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$7.06M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$4.55M

Sector Composition

1 Technology 6.84%
2 Financials 3.9%
3 Consumer Staples 2.8%
4 Healthcare 2.57%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.62M 0.03%
8,226
+9
352
$1.61M 0.03%
48,135
+21,663
353
$1.6M 0.03%
4,091
+29
354
$1.59M 0.03%
76,435
+4,770
355
$1.58M 0.03%
7,360
+2,570
356
$1.58M 0.03%
13,039
+2,083
357
$1.58M 0.03%
37,078
+5,843
358
$1.58M 0.03%
10,651
+8,297
359
$1.57M 0.03%
+214,240
360
$1.56M 0.03%
6,536
+1,248
361
$1.52M 0.03%
9,362
+5,299
362
$1.52M 0.03%
16,188
+10,742
363
$1.51M 0.03%
23,082
+665
364
$1.51M 0.03%
71,719
-13,727
365
$1.51M 0.03%
23,727
-5,412
366
$1.5M 0.03%
379
+114
367
$1.49M 0.03%
33,329
+5,836
368
$1.45M 0.03%
13,996
-186
369
$1.45M 0.03%
+65,046
370
$1.44M 0.03%
+40,602
371
$1.43M 0.03%
25,521
+832
372
$1.43M 0.03%
+28,433
373
$1.43M 0.03%
24,580
+1,637
374
$1.42M 0.03%
30,875
375
$1.41M 0.03%
71,164
+2,192
13 14
15
16 17