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
451
$2.27M 0.03%
45,448
+663
452
$2.26M 0.03%
72,866
-1,074
453
$2.25M 0.03%
78,646
+273
454
$2.23M 0.03%
9,397
+198
455
$2.22M 0.03%
52,718
-3,061
456
$2.21M 0.03%
23,631
-740
457
$2.21M 0.03%
+206,865
458
$2.2M 0.03%
48,749
+7,091
459
$2.2M 0.03%
8,925
460
$2.2M 0.03%
52,148
-2,918
461
$2.2M 0.03%
196,486
+26,144
462
$2.19M 0.03%
5,108
+798
463
$2.15M 0.03%
35,978
+583
464
$2.14M 0.03%
41,589
+2,063
465
$2.14M 0.03%
6,355
+233
466
$2.14M 0.03%
45,788
+831
467
$2.14M 0.03%
464
+8
468
$2.11M 0.03%
19,310
+7,693
469
$2.11M 0.03%
16,179
-245
470
$2.1M 0.03%
+62,784
471
$2.08M 0.03%
3,842
+394
472
$2.07M 0.03%
98,780
-5,723
473
$2.07M 0.03%
53,806
+2,719
474
$2.03M 0.02%
11,882
+991
475
$2.02M 0.02%
20,507
-792
17 18
19
20 21