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
$185M
AUM Growth
-$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
816
New
Increased
Reduced
Closed

Sector Composition

1 Financials 5.77%
2 Technology 4.44%
3 Industrials 2.92%
4 Energy 2.82%
5 Consumer Staples 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$11K 0.01%
198
427
$11K 0.01%
160
428
$11K 0.01%
+171
429
$11K 0.01%
+650
430
$11K 0.01%
183
431
$11K 0.01%
215
+93
432
$11K 0.01%
216
433
$11K 0.01%
1,000
434
$11K 0.01%
+270
435
$11K 0.01%
333
+145
436
$11K 0.01%
67
437
$11K 0.01%
322
438
$11K 0.01%
+230
439
$11K 0.01%
+206
440
$11K 0.01%
350
441
$11K 0.01%
30
442
$11K 0.01%
+2,000
443
$11K 0.01%
+231
444
$11K 0.01%
702
445
$11K 0.01%
1,935
446
$11K 0.01%
+125
447
$11K 0.01%
+170
448
$11K 0.01%
+820
449
$11K 0.01%
170
450
$11K 0.01%
+1,335