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
$5.1B
AUM Growth
+$850M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$27.4M
3
+$24.6M
4
AAPL icon
Apple
AAPL
+$24.2M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$15.8M

Top Sells

1
+$13.5M
2
+$8.48M
3
+$8.42M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$7.06M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$4.55M

Sector Composition

1 Technology 6.84%
2 Financials 3.9%
3 Consumer Staples 2.8%
4 Healthcare 2.57%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$786K 0.02%
28,440
+3,270
477
$782K 0.02%
8,575
+171
478
$781K 0.02%
33,254
-562
479
$781K 0.02%
3,127
+1,602
480
$774K 0.02%
3,390
+1,247
481
$770K 0.02%
+36,799
482
$761K 0.01%
23,255
-1,200
483
$750K 0.01%
7,855
+4,948
484
$748K 0.01%
5,299
+404
485
$748K 0.01%
+9,141
486
$746K 0.01%
5,453
+1,964
487
$742K 0.01%
+7,598
488
$738K 0.01%
+359,882
489
$738K 0.01%
18,592
+33
490
$736K 0.01%
6,161
+4
491
$722K 0.01%
8,079
+906
492
$717K 0.01%
+17,656
493
$716K 0.01%
+26,100
494
$712K 0.01%
10,200
495
$712K 0.01%
+8,075
496
$712K 0.01%
9,857
+355
497
$708K 0.01%
+2,152
498
$708K 0.01%
7,115
+14
499
$704K 0.01%
14,367
+8,750
500
$703K 0.01%
4,522
+1,093
18 19
20
21 22