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
$284M
AUM Growth
+$88.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
877
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$9.73M
3
+$7.76M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.24M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.26M

Top Sells

1
+$929K
2
+$295K
3
+$131K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$77K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$74.1K

Sector Composition

1 Financials 4.58%
2 Industrials 4.02%
3 Healthcare 3.3%
4 Technology 3.22%
5 Consumer Staples 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$25K 0.01%
483
+67
427
$25K 0.01%
385
428
$25K 0.01%
791
+412
429
$25K 0.01%
453
430
$24K 0.01%
255
+145
431
$24K 0.01%
674
+86
432
$24K 0.01%
790
433
$24K 0.01%
520
434
$24K 0.01%
+319
435
$24K 0.01%
150
436
$24K 0.01%
562
+456
437
$23K 0.01%
+1,188
438
$23K 0.01%
502
439
$23K 0.01%
372
-161
440
$22K 0.01%
+356
441
$22K 0.01%
+158
442
$22K 0.01%
195
+52
443
$22K 0.01%
400
444
$22K 0.01%
914
-408
445
$22K 0.01%
+446
446
$21K 0.01%
+1,460
447
$21K 0.01%
422
448
$21K 0.01%
1,016
+900
449
$21K 0.01%
144
-299
450
$21K 0.01%
1,218
+1,129
16 17
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