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
451
$10K ﹤0.01%
+106
452
$10K ﹤0.01%
141
453
$10K ﹤0.01%
110
454
$10K ﹤0.01%
190
455
$10K ﹤0.01%
571
456
$10K ﹤0.01%
100
457
$10K ﹤0.01%
1,097
458
$10K ﹤0.01%
120
-43
459
$10K ﹤0.01%
273
460
$9K ﹤0.01%
265
461
$9K ﹤0.01%
125
462
$9K ﹤0.01%
540
463
$9K ﹤0.01%
98
464
$9K ﹤0.01%
199
-63
465
$9K ﹤0.01%
244
-198
466
$9K ﹤0.01%
357
+50
467
$9K ﹤0.01%
479
+50
468
$9K ﹤0.01%
710
469
$9K ﹤0.01%
115
470
$9K ﹤0.01%
99
471
$9K ﹤0.01%
118
472
$9K ﹤0.01%
242
+3
473
$9K ﹤0.01%
+188
474
$9K ﹤0.01%
187
475
$9K ﹤0.01%
89
-32
17 18
19
20 21