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
$8.2B
AUM Growth
+$1.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,132
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$67.6M
3
+$60.5M
4
AAPL icon
Apple
AAPL
+$47.8M
5
MSFT icon
Microsoft
MSFT
+$42M

Top Sells

1
+$3.44M
2
+$3.42M
3
+$3.25M
4
CBLS icon
Clough Hedged Equity ETF
CBLS
+$2.83M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$2.72M

Sector Composition

1 Technology 9.7%
2 Financials 5.75%
3 Healthcare 3.57%
4 Consumer Staples 3.1%
5 Industrials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2.6M 0.03%
+20,432
427
$2.58M 0.03%
13,843
-406
428
$2.57M 0.03%
39,478
+1,595
429
$2.55M 0.03%
21,382
-563
430
$2.5M 0.03%
32,685
+1,236
431
$2.5M 0.03%
127,525
+1,198
432
$2.47M 0.03%
+60,056
433
$2.47M 0.03%
+152,478
434
$2.42M 0.03%
82,358
-8,787
435
$2.42M 0.03%
26,394
+4,810
436
$2.41M 0.03%
+42,755
437
$2.41M 0.03%
+41,892
438
$2.41M 0.03%
5,741
+545
439
$2.41M 0.03%
11,723
+214
440
$2.4M 0.03%
39,397
+7,298
441
$2.4M 0.03%
3,567
+1,292
442
$2.4M 0.03%
94,529
+11,593
443
$2.4M 0.03%
11,045
+9,925
444
$2.36M 0.03%
+520,259
445
$2.34M 0.03%
13,012
+597
446
$2.32M 0.03%
5,110
+219
447
$2.31M 0.03%
4,545
+272
448
$2.3M 0.03%
50,277
-479
449
$2.29M 0.03%
7,585
+395
450
$2.28M 0.03%
16,261
+2,507
16 17
18
19 20