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
$240M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
786
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$2.72M
3
+$2.34M
4
ADTN icon
Adtran
ADTN
+$2.09M
5
VMC icon
Vulcan Materials
VMC
+$1.82M

Top Sells

1
+$3.43M
2
+$1.76M
3
+$1.59M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$375K
5
AAPL icon
Apple
AAPL
+$259K

Sector Composition

1 Financials 5.9%
2 Energy 3.61%
3 Technology 2.86%
4 Industrials 2.35%
5 Consumer Staples 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$13K 0.01%
170
402
$13K 0.01%
126
403
$12K 0.01%
320
404
$12K 0.01%
250
405
$12K 0.01%
1,000
406
$12K 0.01%
782
407
$12K 0.01%
67
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408
$12K 0.01%
924
-529
409
$12K 0.01%
228
410
$12K 0.01%
356
+55
411
$12K 0.01%
1,150
-663
412
$12K 0.01%
600
413
$12K 0.01%
720
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414
$12K 0.01%
1,935
415
$12K 0.01%
196
+2
416
$12K 0.01%
187
+7
417
$12K 0.01%
625
-361
418
$12K 0.01%
262
-26
419
$11K ﹤0.01%
198
420
$11K ﹤0.01%
114
421
$11K ﹤0.01%
160
422
$11K ﹤0.01%
235
423
$11K ﹤0.01%
183
+1
424
$11K ﹤0.01%
216
425
$11K ﹤0.01%
184
15 16
17
18 19