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
551
$567K 0.01%
+9,514
552
$567K 0.01%
7,937
+4,108
553
$565K 0.01%
12,167
+447
554
$560K 0.01%
7,305
+1,905
555
$556K 0.01%
+30,779
556
$555K 0.01%
13,371
+1,011
557
$553K 0.01%
4,669
+2,492
558
$552K 0.01%
+1,847
559
$551K 0.01%
+701
560
$549K 0.01%
8,388
-450
561
$544K 0.01%
+7,491
562
$544K 0.01%
12,288
-1,003
563
$542K 0.01%
+6,019
564
$542K 0.01%
+6,188
565
$542K 0.01%
36,035
+1,686
566
$541K 0.01%
4,084
+789
567
$541K 0.01%
21,847
+800
568
$541K 0.01%
11,792
+902
569
$532K 0.01%
+4,730
570
$531K 0.01%
+22,723
571
$529K 0.01%
10,505
+505
572
$523K 0.01%
13,787
+2,748
573
$519K 0.01%
7,988
+513
574
$516K 0.01%
25,246
+7,940
575
$511K 0.01%
2,629
+34
21 22
23
24 25