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
626
$378K 0.01%
17,990
-708
627
$374K 0.01%
+251
628
$360K 0.01%
29,760
629
$357K 0.01%
3,244
-771
630
$350K 0.01%
9,984
-388
631
$349K 0.01%
+2,209
632
$349K 0.01%
4,467
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633
$348K 0.01%
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634
$348K 0.01%
28,437
-880
635
$347K 0.01%
18,083
+1,472
636
$343K 0.01%
4,371
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637
$343K 0.01%
7,490
-1,521
638
$340K 0.01%
8,456
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639
$336K 0.01%
25,070
640
$335K 0.01%
+9,577
641
$333K 0.01%
710
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642
$332K 0.01%
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643
$331K 0.01%
13,645
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644
$331K 0.01%
3,537
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645
$330K 0.01%
4,324
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646
$330K 0.01%
4,691
647
$330K 0.01%
7,294
-1,435
648
$329K 0.01%
2,788
+600
649
$327K 0.01%
6,940
+2,949
650
$327K 0.01%
11,363
+687
24 25
26
27 28