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
$5.1B
AUM Growth
+$850M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
828
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$27.4M
3
+$24.6M
4
AAPL icon
Apple
AAPL
+$24.2M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$15.8M

Top Sells

1
+$13.5M
2
+$8.48M
3
+$8.42M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$7.06M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$4.55M

Sector Composition

1 Technology 6.84%
2 Financials 3.9%
3 Consumer Staples 2.8%
4 Healthcare 2.57%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$446K 0.01%
+4,571
602
$442K 0.01%
7,657
-294
603
$434K 0.01%
+19,670
604
$431K 0.01%
8,777
-856
605
$430K 0.01%
12,595
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606
$427K 0.01%
3,324
-540
607
$426K 0.01%
3,092
+412
608
$422K 0.01%
1,094
-13
609
$421K 0.01%
9,590
+169
610
$420K 0.01%
5,103
-349
611
$419K 0.01%
33,433
+16,316
612
$419K 0.01%
+10,638
613
$418K 0.01%
+10,000
614
$418K 0.01%
11,735
+2,706
615
$412K 0.01%
12,462
-2,750
616
$412K 0.01%
10,611
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617
$411K 0.01%
4,473
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618
$405K 0.01%
10,068
-166
619
$392K 0.01%
+1,792
620
$392K 0.01%
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621
$391K 0.01%
4,021
+369
622
$380K 0.01%
+7,641
623
$380K 0.01%
13,715
624
$379K 0.01%
7,550
-38
625
$379K 0.01%
4,380
+943
23 24
25
26 27