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
$185M
AUM Growth
-$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
816
New
Increased
Reduced
Closed

Sector Composition

1 Financials 5.77%
2 Technology 4.44%
3 Industrials 2.92%
4 Energy 2.82%
5 Consumer Staples 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$6K ﹤0.01%
396
577
$6K ﹤0.01%
+191
578
$6K ﹤0.01%
185
579
$6K ﹤0.01%
117
580
$6K ﹤0.01%
88
581
$6K ﹤0.01%
47
582
$6K ﹤0.01%
66
583
$6K ﹤0.01%
194
584
$6K ﹤0.01%
5
585
$6K ﹤0.01%
100
586
$6K ﹤0.01%
612
587
$6K ﹤0.01%
179
588
$6K ﹤0.01%
200
589
$6K ﹤0.01%
+544
590
$6K ﹤0.01%
231
591
$6K ﹤0.01%
156
592
$5K ﹤0.01%
268
593
$5K ﹤0.01%
560
594
$5K ﹤0.01%
+106
595
$5K ﹤0.01%
90
596
$5K ﹤0.01%
50
597
$5K ﹤0.01%
+93
598
$5K ﹤0.01%
138
599
$5K ﹤0.01%
44
600
$5K ﹤0.01%
88