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
601
$5K ﹤0.01%
156
602
$5K ﹤0.01%
175
603
$5K ﹤0.01%
111
604
$5K ﹤0.01%
231
605
$5K ﹤0.01%
168
606
$5K ﹤0.01%
55
607
$5K ﹤0.01%
99
608
$5K ﹤0.01%
91
609
$5K ﹤0.01%
176
610
$5K ﹤0.01%
43
611
$5K ﹤0.01%
75
612
$5K ﹤0.01%
290
613
$5K ﹤0.01%
72
614
$5K ﹤0.01%
210
615
$5K ﹤0.01%
+193
616
$5K ﹤0.01%
125
617
$5K ﹤0.01%
140
618
$5K ﹤0.01%
+36
619
$5K ﹤0.01%
+40
620
$5K ﹤0.01%
96
621
$5K ﹤0.01%
86
622
$5K ﹤0.01%
86
623
$5K ﹤0.01%
236
624
$5K ﹤0.01%
73
625
$5K ﹤0.01%
145