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
$8.2B
AUM Growth
+$1.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,132
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$67.6M
3
+$60.5M
4
AAPL icon
Apple
AAPL
+$47.8M
5
MSFT icon
Microsoft
MSFT
+$42M

Top Sells

1
+$3.44M
2
+$3.42M
3
+$3.25M
4
CBLS icon
Clough Hedged Equity ETF
CBLS
+$2.83M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$2.72M

Sector Composition

1 Technology 9.7%
2 Financials 5.75%
3 Healthcare 3.57%
4 Consumer Staples 3.1%
5 Industrials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3.59M 0.04%
+85,837
352
$3.57M 0.04%
68,579
-1,485
353
$3.56M 0.04%
32,083
-623
354
$3.56M 0.04%
74,791
-2,593
355
$3.55M 0.04%
119,195
+108,385
356
$3.53M 0.04%
160,295
+15,608
357
$3.51M 0.04%
138,689
+47,184
358
$3.51M 0.04%
60,961
-1,879
359
$3.48M 0.04%
+22,562
360
$3.45M 0.04%
71,532
+6,905
361
$3.43M 0.04%
12,952
+4,804
362
$3.39M 0.04%
73,987
+42,539
363
$3.36M 0.04%
12,345
+787
364
$3.35M 0.04%
24,365
+567
365
$3.34M 0.04%
55,609
-347
366
$3.32M 0.04%
118,196
-10
367
$3.32M 0.04%
41,353
+18,329
368
$3.31M 0.04%
31,763
-437
369
$3.29M 0.04%
75,044
+1,763
370
$3.29M 0.04%
+33,776
371
$3.28M 0.04%
15,650
+6,782
372
$3.26M 0.04%
84,455
+3,046
373
$3.26M 0.04%
101,947
+81,331
374
$3.26M 0.04%
77,419
-888
375
$3.23M 0.04%
78,613
+419
13 14
15
16 17