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
601
$1.02M 0.01%
10,287
-172
602
$1.02M 0.01%
4,197
+247
603
$1.01M 0.01%
41,984
-6,385
604
$998K 0.01%
8,575
-522
605
$997K 0.01%
9,055
+155
606
$995K 0.01%
9,719
+98
607
$994K 0.01%
27,514
+512
608
$993K 0.01%
15,624
+2,855
609
$984K 0.01%
12,077
-457
610
$982K 0.01%
35,487
611
$975K 0.01%
17,390
+2,606
612
$973K 0.01%
113,091
-2,183
613
$971K 0.01%
9,913
+3,074
614
$966K 0.01%
26,479
+3,764
615
$964K 0.01%
77,640
+62,031
616
$957K 0.01%
8,802
-43
617
$954K 0.01%
20,294
-872
618
$948K 0.01%
8,128
+1,523
619
$941K 0.01%
13,506
-74
620
$939K 0.01%
1,964
+923
621
$932K 0.01%
2,129
+115
622
$926K 0.01%
5,885
+773
623
$921K 0.01%
7,558
+5,324
624
$919K 0.01%
14,601
+232
625
$916K 0.01%
18,494
23 24
25
26 27