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
$196M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
586
New
Increased
Reduced
Closed

Top Buys

1 +$477K
2 +$397K
3 +$368K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$359K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$298K

Top Sells

1 +$11.4M
2 +$284K
3 +$217K
4
CERN
Cerner Corp
CERN
+$200K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$162K

Sector Composition

1 Financials 3.43%
2 Healthcare 3.27%
3 Industrials 2.96%
4 Technology 2.74%
5 Energy 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$6K ﹤0.01%
+87
477
$6K ﹤0.01%
+126
478
$6K ﹤0.01%
+85
479
$6K ﹤0.01%
+120
480
$6K ﹤0.01%
+200
481
$6K ﹤0.01%
+1,040
482
$6K ﹤0.01%
+146
483
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+220
484
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+162
485
$6K ﹤0.01%
+181
486
$6K ﹤0.01%
+179
487
$6K ﹤0.01%
+46
488
$6K ﹤0.01%
+100
489
$5K ﹤0.01%
+50
490
$5K ﹤0.01%
+62
491
$5K ﹤0.01%
+544
492
$5K ﹤0.01%
+40
493
$5K ﹤0.01%
+121
494
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+142
495
$5K ﹤0.01%
+151
496
$5K ﹤0.01%
+123
497
$5K ﹤0.01%
+555
498
$5K ﹤0.01%
+1,047
499
$4K ﹤0.01%
+226
500
$4K ﹤0.01%
+92