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
$8.2B
AUM Growth
+$1.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,132
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$67.6M
3
+$60.5M
4
AAPL icon
Apple
AAPL
+$47.8M
5
MSFT icon
Microsoft
MSFT
+$42M

Top Sells

1
+$3.44M
2
+$3.42M
3
+$3.25M
4
CBLS icon
Clough Hedged Equity ETF
CBLS
+$2.83M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$2.72M

Sector Composition

1 Technology 9.7%
2 Financials 5.75%
3 Healthcare 3.57%
4 Consumer Staples 3.1%
5 Industrials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.02M 0.02%
51,170
+4,373
477
$2.02M 0.02%
93,041
-2,274
478
$2.01M 0.02%
+171,670
479
$2.01M 0.02%
30,096
+24,490
480
$1.98M 0.02%
68,746
-16,700
481
$1.96M 0.02%
26,904
+4,053
482
$1.95M 0.02%
8,198
+256
483
$1.94M 0.02%
38,674
+9,742
484
$1.93M 0.02%
19,004
+3
485
$1.92M 0.02%
29,429
-676
486
$1.89M 0.02%
18,954
+3
487
$1.89M 0.02%
10,985
+165
488
$1.89M 0.02%
37,725
+45
489
$1.88M 0.02%
27,807
+8,736
490
$1.86M 0.02%
22,195
+2,661
491
$1.83M 0.02%
75,413
-1,250
492
$1.83M 0.02%
25,224
+209
493
$1.82M 0.02%
66,708
+10,173
494
$1.8M 0.02%
11,201
-9
495
$1.8M 0.02%
32,677
-1,697
496
$1.78M 0.02%
5,821
+962
497
$1.77M 0.02%
20,170
+1,787
498
$1.77M 0.02%
29,416
+1,976
499
$1.76M 0.02%
70,881
+2,550
500
$1.76M 0.02%
+103,317
18 19
20
21 22