WA

Waverly Advisors Portfolio holdings

AUM $9.11B
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Sells

1 +$10.2M
2 +$1.37M
3 +$958K
4
SFBS icon
ServisFirst Bancshares
SFBS
+$491K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$453K

Sector Composition

1 Financials 4.34%
2 Technology 2%
3 Energy 1.89%
4 Consumer Staples 1.77%
5 Industrials 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
-17
452
-1,000
453
$0 ﹤0.01%
5
-200
454
-568
455
$0 ﹤0.01%
51
456
$0 ﹤0.01%
67
457
-196
458
$0 ﹤0.01%
2
459
$0 ﹤0.01%
5
460
-230