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
451
$20K 0.01%
383
452
$20K 0.01%
+1,150
453
$20K 0.01%
211
+22
454
$20K 0.01%
900
455
$20K 0.01%
1,504
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456
$20K 0.01%
+1,650
457
$20K 0.01%
528
458
$20K 0.01%
1,020
459
$20K 0.01%
2,360
460
$20K 0.01%
+763
461
$20K 0.01%
+748
462
$20K 0.01%
+1,630
463
$19K 0.01%
145
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464
$19K 0.01%
355
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465
$19K 0.01%
+300
466
$19K 0.01%
306
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467
$19K 0.01%
+71
468
$19K 0.01%
433
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469
$18K 0.01%
300
470
$18K 0.01%
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471
$18K 0.01%
1,048
472
$18K 0.01%
+504
473
$18K 0.01%
500
474
$18K 0.01%
333
475
$18K 0.01%
508
+80
17 18
19
20 21