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
401
$2.87M 0.04%
47,264
+3,478
402
$2.86M 0.03%
26,108
+1,736
403
$2.85M 0.03%
24,694
-1,251
404
$2.85M 0.03%
140,463
-3
405
$2.83M 0.03%
64,737
-9,586
406
$2.82M 0.03%
22,082
+62
407
$2.8M 0.03%
+54,783
408
$2.77M 0.03%
+54,920
409
$2.77M 0.03%
55,588
-962
410
$2.75M 0.03%
34,855
-2,883
411
$2.71M 0.03%
6,229
+719
412
$2.7M 0.03%
26,858
-198
413
$2.7M 0.03%
30,699
+1,534
414
$2.69M 0.03%
87,413
+4,399
415
$2.68M 0.03%
137,678
+742
416
$2.68M 0.03%
31,158
-34
417
$2.66M 0.03%
+53,538
418
$2.66M 0.03%
53,160
+4,118
419
$2.65M 0.03%
1,428
420
$2.64M 0.03%
12,462
+309
421
$2.63M 0.03%
34,285
-393
422
$2.62M 0.03%
19,528
-127
423
$2.62M 0.03%
13,215
+251
424
$2.61M 0.03%
54,448
+3,347
425
$2.61M 0.03%
54,495
+4,487
15 16
17
18 19