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
$196M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
586
New
Increased
Reduced
Closed

Top Buys

1
+$477K
2
+$397K
3
+$368K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$359K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$298K

Top Sells

1
+$11.4M
2
+$284K
3
+$217K
4
CERN
Cerner Corp
CERN
+$200K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$162K

Sector Composition

1 Financials 3.43%
2 Healthcare 3.27%
3 Industrials 2.97%
4 Technology 2.74%
5 Energy 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$3K ﹤0.01%
+144
527
$3K ﹤0.01%
+50
528
$3K ﹤0.01%
+108
529
$3K ﹤0.01%
+146
530
$3K ﹤0.01%
+170
531
$3K ﹤0.01%
+100
532
$2K ﹤0.01%
+18
533
$2K ﹤0.01%
+46
534
$2K ﹤0.01%
+43
535
$2K ﹤0.01%
+113
536
$2K ﹤0.01%
+116
537
$2K ﹤0.01%
+308
538
$2K ﹤0.01%
+37
539
$2K ﹤0.01%
+67
540
$2K ﹤0.01%
+52
541
$2K ﹤0.01%
+50
542
$2K ﹤0.01%
+47
543
$2K ﹤0.01%
+44
544
$2K ﹤0.01%
+50
545
$2K ﹤0.01%
+89
546
$2K ﹤0.01%
+190
547
$2K ﹤0.01%
+85
548
$2K ﹤0.01%
+55
549
$2K ﹤0.01%
+37
550
$2K ﹤0.01%
+54
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