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
551
$1.34M 0.02%
21,525
+1,022
552
$1.33M 0.02%
21,916
+4,509
553
$1.33M 0.02%
4,003
554
$1.33M 0.02%
29,193
-400
555
$1.32M 0.02%
64,430
-8
556
$1.32M 0.02%
10,169
+79
557
$1.3M 0.02%
+31,120
558
$1.29M 0.02%
13,476
+27
559
$1.29M 0.02%
17,956
-50
560
$1.29M 0.02%
33,566
-2,315
561
$1.28M 0.02%
67,201
+1,410
562
$1.27M 0.02%
11,500
+2,186
563
$1.26M 0.02%
66,182
-262
564
$1.25M 0.02%
5,443
+1,973
565
$1.24M 0.02%
4,686
+801
566
$1.24M 0.02%
15,944
+3,335
567
$1.23M 0.02%
+26,177
568
$1.23M 0.02%
656
+97
569
$1.21M 0.01%
22,149
+9,993
570
$1.21M 0.01%
13,132
+423
571
$1.21M 0.01%
35,032
+13
572
$1.2M 0.01%
1,974
+1,052
573
$1.17M 0.01%
15,061
-30
574
$1.17M 0.01%
46,782
575
$1.16M 0.01%
34,570
-140
21 22
23
24 25