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
501
$698K 0.01%
2,828
+637
502
$697K 0.01%
9,051
+425
503
$687K 0.01%
2,018
+218
504
$686K 0.01%
+17,474
505
$683K 0.01%
4,789
+1,349
506
$682K 0.01%
16,411
-10,742
507
$679K 0.01%
8,323
+5,405
508
$676K 0.01%
8,671
+710
509
$672K 0.01%
13,816
+3,975
510
$670K 0.01%
6,497
+238
511
$670K 0.01%
12,227
+10,824
512
$666K 0.01%
+2,297
513
$664K 0.01%
8,430
+2,338
514
$662K 0.01%
+3,253
515
$660K 0.01%
12,243
+5,564
516
$658K 0.01%
10,823
+882
517
$653K 0.01%
83,045
-1,762
518
$649K 0.01%
7,393
+3,340
519
$648K 0.01%
10,272
+4,876
520
$647K 0.01%
28,978
-1,329
521
$636K 0.01%
+3,064
522
$635K 0.01%
9,862
-488
523
$627K 0.01%
11,620
+735
524
$627K 0.01%
1,636
+315
525
$625K 0.01%
64,192
+2,992
19 20
21
22 23