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
$240M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
786
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$2.72M
3
+$2.34M
4
ADTN icon
Adtran
ADTN
+$2.09M
5
VMC icon
Vulcan Materials
VMC
+$1.82M

Top Sells

1
+$3.43M
2
+$1.76M
3
+$1.59M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$375K
5
AAPL icon
Apple
AAPL
+$259K

Sector Composition

1 Financials 5.9%
2 Energy 3.61%
3 Technology 2.86%
4 Industrials 2.35%
5 Consumer Staples 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$5K ﹤0.01%
73
602
$5K ﹤0.01%
145
-40
603
$5K ﹤0.01%
152
604
$5K ﹤0.01%
89
-104
605
$5K ﹤0.01%
65
+1
606
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61
-10
607
$5K ﹤0.01%
170
608
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156
609
$4K ﹤0.01%
1,000
610
$4K ﹤0.01%
76
611
$4K ﹤0.01%
59
+19
612
$4K ﹤0.01%
560
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613
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138
614
$4K ﹤0.01%
310
+17
615
$4K ﹤0.01%
182
616
$4K ﹤0.01%
89
617
$4K ﹤0.01%
+72
618
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90
619
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44
620
$4K ﹤0.01%
156
+109
621
$4K ﹤0.01%
110
622
$4K ﹤0.01%
87
623
$4K ﹤0.01%
34
-12
624
$4K ﹤0.01%
76
625
$4K ﹤0.01%
96
-1
23 24
25
26 27