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
401
$14K 0.01%
+216
402
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+166
403
$14K 0.01%
+273
404
$14K 0.01%
+295
405
$14K 0.01%
+75
406
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+338
407
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+168
408
$14K 0.01%
+428
409
$14K 0.01%
+53
410
$13K 0.01%
+207
411
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+158
412
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+101
413
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+103
414
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415
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416
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417
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418
$13K 0.01%
+1,183
419
$13K 0.01%
+400
420
$13K 0.01%
+900
421
$13K 0.01%
+600
422
$13K 0.01%
+1,200
423
$12K 0.01%
+1,028
424
$12K 0.01%
+110
425
$12K 0.01%
+549