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
626
$914K 0.01%
10,250
627
$913K 0.01%
4,806
-815
628
$904K 0.01%
1,426
+146
629
$898K 0.01%
9,406
+625
630
$896K 0.01%
2,752
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631
$896K 0.01%
11,992
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632
$892K 0.01%
17,974
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633
$891K 0.01%
46,142
-109
634
$890K 0.01%
28,718
+14,043
635
$885K 0.01%
14,851
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636
$866K 0.01%
2,349
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637
$863K 0.01%
86,057
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638
$859K 0.01%
2,330
-26
639
$858K 0.01%
6,499
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640
$855K 0.01%
13,694
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641
$854K 0.01%
14,488
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642
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643
$838K 0.01%
17,155
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644
$836K 0.01%
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645
$829K 0.01%
34,345
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646
$827K 0.01%
17,945
+8,535
647
$826K 0.01%
12,047
-56
648
$826K 0.01%
836
+24
649
$822K 0.01%
+16,009
650
$820K 0.01%
4,890
+111
24 25
26
27 28