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
$196M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
586
New
Increased
Reduced
Closed

Top Buys

1 +$477K
2 +$397K
3 +$368K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$359K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$298K

Top Sells

1 +$11.4M
2 +$284K
3 +$217K
4
CERN
Cerner Corp
CERN
+$200K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$162K

Sector Composition

1 Financials 3.43%
2 Healthcare 3.27%
3 Industrials 2.96%
4 Technology 2.74%
5 Energy 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$17K 0.01%
+189
377
$17K 0.01%
+480
378
$17K 0.01%
+1,468
379
$17K 0.01%
+327
380
$16K 0.01%
+143
381
$16K 0.01%
+1,600
382
$16K 0.01%
+257
383
$16K 0.01%
+400
384
$16K 0.01%
+234
385
$16K 0.01%
+250
386
$16K 0.01%
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387
$16K 0.01%
+400
388
$16K 0.01%
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389
$16K 0.01%
+1,234
390
$16K 0.01%
+600
391
$16K 0.01%
+300
392
$15K 0.01%
+205
393
$15K 0.01%
+630
394
$15K 0.01%
+750
395
$15K 0.01%
+351
396
$15K 0.01%
+593
397
$15K 0.01%
+257
398
$15K 0.01%
+500
399
$15K 0.01%
+404
400
$15K 0.01%
+335