WA

Waverly Advisors Portfolio holdings

AUM $9.11B
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
786
New
Increased
Reduced
Closed

Top Buys

1 +$2.8M
2 +$2.72M
3 +$2.34M
4
ADTN icon
Adtran
ADTN
+$2.09M
5
VMC icon
Vulcan Materials
VMC
+$1.82M

Top Sells

1 +$3.43M
2 +$1.76M
3 +$1.59M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$375K
5
AAPL icon
Apple
AAPL
+$259K

Sector Composition

1 Financials 5.9%
2 Energy 3.61%
3 Technology 2.86%
4 Industrials 2.35%
5 Consumer Staples 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$7K ﹤0.01%
+227
527
$7K ﹤0.01%
+188
528
$7K ﹤0.01%
504
529
$7K ﹤0.01%
97
530
$7K ﹤0.01%
185
531
$7K ﹤0.01%
184
532
$7K ﹤0.01%
57
+9
533
$7K ﹤0.01%
66
534
$7K ﹤0.01%
12
535
$7K ﹤0.01%
460
536
$7K ﹤0.01%
123
537
$7K ﹤0.01%
612
538
$7K ﹤0.01%
+99
539
$7K ﹤0.01%
231
540
$7K ﹤0.01%
639
-125
541
$7K ﹤0.01%
42
-14
542
$6K ﹤0.01%
262
543
$6K ﹤0.01%
+175
544
$6K ﹤0.01%
128
545
$6K ﹤0.01%
69
546
$6K ﹤0.01%
44
+33
547
$6K ﹤0.01%
207
548
$6K ﹤0.01%
115
+55
549
$6K ﹤0.01%
168
550
$6K ﹤0.01%
63
-523