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
$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
26
$1.02M 0.43%
8,626
-333
27
$1.01M 0.42%
23,780
-846
28
$983K 0.41%
+33,803
29
$902K 0.38%
8,455
+336
30
$838K 0.35%
9,770
31
$824K 0.34%
10,487
+415
32
$813K 0.34%
7,316
+1,286
33
$641K 0.27%
15,827
+6,650
34
$637K 0.26%
6,135
-341
35
$630K 0.26%
23,594
-923
36
$618K 0.26%
4,100
37
$616K 0.26%
5,888
-63
38
$571K 0.24%
4,562
+403
39
$570K 0.24%
9,901
40
$564K 0.23%
1,765
41
$556K 0.23%
15,576
+2,153
42
$555K 0.23%
6,247
43
$522K 0.22%
20,986
+1,745
44
$519K 0.22%
9,867
-748
45
$509K 0.21%
5,520
46
$502K 0.21%
16,260
47
$502K 0.21%
12,039
-1,586
48
$493K 0.21%
11,598
49
$485K 0.2%
4,814
+1,161
50
$485K 0.2%
4,048
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2
3 4 5