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
626
$4K ﹤0.01%
50
627
$4K ﹤0.01%
180
628
$4K ﹤0.01%
115
+8
629
$4K ﹤0.01%
55
-164
630
$4K ﹤0.01%
96
631
$4K ﹤0.01%
39
-17
632
$4K ﹤0.01%
66
633
$4K ﹤0.01%
67
634
$4K ﹤0.01%
290
635
$4K ﹤0.01%
+135
636
$4K ﹤0.01%
55
637
$4K ﹤0.01%
68
638
$4K ﹤0.01%
121
-41
639
$4K ﹤0.01%
152
640
$4K ﹤0.01%
100
641
$4K ﹤0.01%
53
642
$4K ﹤0.01%
113
643
$4K ﹤0.01%
221
644
$4K ﹤0.01%
133
645
$4K ﹤0.01%
170
646
$4K ﹤0.01%
210
+8
647
$4K ﹤0.01%
96
648
$4K ﹤0.01%
64
649
$4K ﹤0.01%
169
650
$4K ﹤0.01%
238
-1,937
24 25
26
27 28