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
626
$5K ﹤0.01%
169
627
$5K ﹤0.01%
152
628
$5K ﹤0.01%
89
629
$5K ﹤0.01%
+1,825
630
$4K ﹤0.01%
76
631
$4K ﹤0.01%
118
632
$4K ﹤0.01%
+530
633
$4K ﹤0.01%
310
634
$4K ﹤0.01%
182
635
$4K ﹤0.01%
89
636
$4K ﹤0.01%
44
637
$4K ﹤0.01%
1,000
638
$4K ﹤0.01%
110
639
$4K ﹤0.01%
87
640
$4K ﹤0.01%
34
641
$4K ﹤0.01%
76
642
$4K ﹤0.01%
96
643
$4K ﹤0.01%
115
644
$4K ﹤0.01%
96
645
$4K ﹤0.01%
+200
646
$4K ﹤0.01%
39
647
$4K ﹤0.01%
55
648
$4K ﹤0.01%
+156
649
$4K ﹤0.01%
68
650
$4K ﹤0.01%
98
-90