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
$5.1B
AUM Growth
+$850M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$27.4M
3
+$24.6M
4
AAPL icon
Apple
AAPL
+$24.2M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$15.8M

Top Sells

1
+$13.5M
2
+$8.48M
3
+$8.42M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$7.06M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$4.55M

Sector Composition

1 Technology 6.84%
2 Financials 3.9%
3 Consumer Staples 2.8%
4 Healthcare 2.57%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.06M 0.02%
21,793
-2,151
427
$1.05M 0.02%
34,299
+6
428
$1.03M 0.02%
30,446
+14,051
429
$1.02M 0.02%
18,482
+824
430
$1.01M 0.02%
13,386
+1,628
431
$1M 0.02%
9,099
+2,723
432
$1,000K 0.02%
5,712
+2,328
433
$999K 0.02%
16,907
+2,850
434
$987K 0.02%
9,270
+230
435
$976K 0.02%
16,292
+42
436
$959K 0.02%
+12,571
437
$958K 0.02%
31,902
+25
438
$944K 0.02%
17,485
+8,404
439
$939K 0.02%
18,188
-920
440
$934K 0.02%
16,159
-237
441
$932K 0.02%
22,682
+4,296
442
$926K 0.02%
25,085
+7,465
443
$926K 0.02%
+19,938
444
$921K 0.02%
2,066
+362
445
$915K 0.02%
45,683
-11,472
446
$915K 0.02%
309
+94
447
$914K 0.02%
28,376
+22,219
448
$914K 0.02%
19,544
-250
449
$909K 0.02%
+4,614
450
$908K 0.02%
7,657
+807
16 17
18
19 20