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
426
$11K 0.01%
+110
427
$11K 0.01%
+411
428
$11K 0.01%
+615
429
$11K 0.01%
+1,000
430
$11K 0.01%
+402
431
$11K 0.01%
+410
432
$11K 0.01%
+1,333
433
$10K 0.01%
+475
434
$10K 0.01%
+386
435
$10K 0.01%
+205
436
$10K 0.01%
+346
437
$10K 0.01%
+300
438
$10K 0.01%
+308
439
$10K 0.01%
+1,546
440
$10K 0.01%
+166
441
$10K 0.01%
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442
$10K 0.01%
+1,935
443
$10K 0.01%
+379
444
$10K 0.01%
+410
445
$9K ﹤0.01%
+450
446
$9K ﹤0.01%
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447
$9K ﹤0.01%
+300
448
$9K ﹤0.01%
+200
449
$9K ﹤0.01%
+317
450
$9K ﹤0.01%
+758