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
476
$9K ﹤0.01%
106
-96
477
$9K ﹤0.01%
+173
478
$9K ﹤0.01%
88
-17
479
$9K ﹤0.01%
1,030
480
$9K ﹤0.01%
280
481
$9K ﹤0.01%
120
482
$9K ﹤0.01%
1,166
483
$9K ﹤0.01%
163
+3
484
$9K ﹤0.01%
205
-14
485
$8K ﹤0.01%
140
486
$8K ﹤0.01%
132
487
$8K ﹤0.01%
69
-35
488
$8K ﹤0.01%
+252
489
$8K ﹤0.01%
170
490
$8K ﹤0.01%
+223
491
$8K ﹤0.01%
235
+58
492
$8K ﹤0.01%
684
+150
493
$8K ﹤0.01%
+285
494
$8K ﹤0.01%
63
495
$8K ﹤0.01%
55
496
$8K ﹤0.01%
30
+2
497
$8K ﹤0.01%
102
+11
498
$8K ﹤0.01%
174
499
$8K ﹤0.01%
88
500
$8K ﹤0.01%
366
18 19
20
21 22