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
$145M
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Sells

1 +$10.2M
2 +$1.37M
3 +$958K
4
SFBS icon
ServisFirst Bancshares
SFBS
+$491K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$453K

Sector Composition

1 Financials 4.34%
2 Technology 2%
3 Energy 1.89%
4 Consumer Staples 1.77%
5 Industrials 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$4K ﹤0.01%
137
377
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+100
378
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17
379
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63
380
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32
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544
382
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92
384
$4K ﹤0.01%
96
385
$3K ﹤0.01%
101
386
$3K ﹤0.01%
712
387
$3K ﹤0.01%
150
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102
+92
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133
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100
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+150
392
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1,000
393
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34
397
$2K ﹤0.01%
308
398
$2K ﹤0.01%
50
399
$2K ﹤0.01%
134
400
$1K ﹤0.01%
42