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
426
$11K ﹤0.01%
233
-51
427
$11K ﹤0.01%
350
428
$11K ﹤0.01%
204
-10
429
$11K ﹤0.01%
+306
430
$11K ﹤0.01%
702
+94
431
$11K ﹤0.01%
512
432
$10K ﹤0.01%
324
+16
433
$10K ﹤0.01%
238
+16
434
$10K ﹤0.01%
170
-418
435
$10K ﹤0.01%
2,000
436
$10K ﹤0.01%
161
+74
437
$10K ﹤0.01%
221
438
$10K ﹤0.01%
119
-998
439
$10K ﹤0.01%
162
440
$10K ﹤0.01%
+393
441
$10K ﹤0.01%
197
442
$10K ﹤0.01%
156
-574
443
$10K ﹤0.01%
322
444
$10K ﹤0.01%
758
445
$10K ﹤0.01%
531
446
$10K ﹤0.01%
246
447
$10K ﹤0.01%
268
448
$10K ﹤0.01%
860
449
$10K ﹤0.01%
420
450
$10K ﹤0.01%
1,427
16 17
18
19 20