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
$284M
AUM Growth
+$88.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
877
New
Increased
Reduced
Closed

Top Buys

1 +$12.1M
2 +$9.73M
3 +$7.76M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.24M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.26M

Sector Composition

1 Financials 4.58%
2 Industrials 4.02%
3 Healthcare 3.3%
4 Technology 3.22%
5 Consumer Staples 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$9K ﹤0.01%
170
+80
577
$9K ﹤0.01%
+157
578
$9K ﹤0.01%
+149
579
$9K ﹤0.01%
+126
580
$9K ﹤0.01%
+740
581
$9K ﹤0.01%
+120
582
$8K ﹤0.01%
+196
583
$8K ﹤0.01%
+197
584
$8K ﹤0.01%
+40
585
$8K ﹤0.01%
+348
586
$8K ﹤0.01%
119
587
$8K ﹤0.01%
+162
588
$8K ﹤0.01%
+118
589
$8K ﹤0.01%
100
590
$8K ﹤0.01%
+96
591
$8K ﹤0.01%
185
+1
592
$8K ﹤0.01%
250
-160
593
$8K ﹤0.01%
+141
594
$8K ﹤0.01%
202
-202
595
$8K ﹤0.01%
+155
596
0
597
$8K ﹤0.01%
+447
598
$8K ﹤0.01%
300
599
$8K ﹤0.01%
+280
600
$8K ﹤0.01%
189
+152