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
501
$1.75M 0.02%
24,209
+6,895
502
$1.75M 0.02%
5,595
+248
503
$1.75M 0.02%
115,952
-9,682
504
$1.74M 0.02%
7,901
+401
505
$1.73M 0.02%
59,471
-100
506
$1.73M 0.02%
18,631
+175
507
$1.73M 0.02%
16,852
+14,538
508
$1.7M 0.02%
38,468
+820
509
$1.69M 0.02%
3,404
-188
510
$1.69M 0.02%
45,163
-410
511
$1.69M 0.02%
69,517
-1,316
512
$1.66M 0.02%
148,224
+1,235
513
$1.66M 0.02%
8,284
+6,727
514
$1.65M 0.02%
2,070
+228
515
$1.64M 0.02%
69,615
+9,558
516
$1.64M 0.02%
14,561
+3,233
517
$1.64M 0.02%
6,729
+1,697
518
$1.64M 0.02%
28,224
+379
519
$1.64M 0.02%
34,363
-1,154
520
$1.62M 0.02%
25,080
+14,540
521
$1.6M 0.02%
10,391
+1,574
522
$1.6M 0.02%
+43,346
523
$1.6M 0.02%
26,550
-223
524
$1.59M 0.02%
33,905
+10,047
525
$1.59M 0.02%
13,714
-1,147
19 20
21
22 23