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
526
$1.58M 0.02%
94,295
+14,171
527
$1.56M 0.02%
+44,791
528
$1.56M 0.02%
34,096
-999
529
$1.55M 0.02%
67,259
+1,096
530
$1.55M 0.02%
21,087
+1,682
531
$1.54M 0.02%
34,191
-15,135
532
$1.53M 0.02%
5,300
-446
533
$1.52M 0.02%
13,605
+3,362
534
$1.51M 0.02%
+32,976
535
$1.51M 0.02%
73,023
+1,564
536
$1.5M 0.02%
35,197
-574
537
$1.49M 0.02%
16,338
-3,455
538
$1.49M 0.02%
391
-1
539
$1.45M 0.02%
80,919
-53,757
540
$1.44M 0.02%
14,987
-756
541
$1.44M 0.02%
21,753
-814
542
$1.42M 0.02%
41,743
-1,118
543
$1.41M 0.02%
+86,255
544
$1.4M 0.02%
30,875
545
$1.4M 0.02%
25,345
+1,438
546
$1.39M 0.02%
6,878
+2,655
547
$1.38M 0.02%
23,132
+13,658
548
$1.36M 0.02%
13,749
+4,899
549
$1.36M 0.02%
38,886
+12,357
550
$1.35M 0.02%
14,069
+7,170
20 21
22
23 24