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
$185M
AUM Growth
-$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
816
New
Increased
Reduced
Closed

Sector Composition

1 Financials 5.77%
2 Technology 4.44%
3 Industrials 2.92%
4 Energy 2.82%
5 Consumer Staples 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$9K ﹤0.01%
324
477
$9K ﹤0.01%
238
478
$9K ﹤0.01%
540
479
$9K ﹤0.01%
244
480
$9K ﹤0.01%
221
481
$9K ﹤0.01%
225
+97
482
$9K ﹤0.01%
184
483
$9K ﹤0.01%
233
484
$9K ﹤0.01%
99
485
$9K ﹤0.01%
+90
486
$9K ﹤0.01%
531
487
$9K ﹤0.01%
204
488
$9K ﹤0.01%
+140
489
$9K ﹤0.01%
187
490
$9K ﹤0.01%
124
-785
491
$9K ﹤0.01%
366
492
$9K ﹤0.01%
860
493
$9K ﹤0.01%
89
494
$9K ﹤0.01%
106
495
$9K ﹤0.01%
60
496
$9K ﹤0.01%
259
497
$9K ﹤0.01%
+270
498
$9K ﹤0.01%
1,030
499
$9K ﹤0.01%
157
500
$9K ﹤0.01%
86