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
576
$1.16M 0.01%
3,963
+36
577
$1.16M 0.01%
23,054
+1,331
578
$1.15M 0.01%
11,898
+16
579
$1.15M 0.01%
14,937
+1,760
580
$1.14M 0.01%
52,365
+4,309
581
$1.14M 0.01%
47,205
+350
582
$1.14M 0.01%
5,818
+4,134
583
$1.13M 0.01%
10,171
+1,661
584
$1.11M 0.01%
49,196
+3,223
585
$1.11M 0.01%
95,329
586
$1.1M 0.01%
18,548
+26
587
$1.1M 0.01%
8,623
+371
588
$1.08M 0.01%
+4,053
589
$1.08M 0.01%
8,675
+2,229
590
$1.07M 0.01%
3,033
+909
591
$1.05M 0.01%
+12,628
592
$1.04M 0.01%
9,671
+420
593
$1.04M 0.01%
46,224
+6,702
594
$1.04M 0.01%
4,252
-286
595
$1.04M 0.01%
11,876
+330
596
$1.03M 0.01%
11,890
-177
597
$1.03M 0.01%
16,269
+1,778
598
$1.03M 0.01%
+23,486
599
$1.03M 0.01%
32,925
-2,184
600
$1.02M 0.01%
1,542
+1,202
22 23
24
25 26