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
651
$4K ﹤0.01%
90
652
$4K ﹤0.01%
102
653
$4K ﹤0.01%
135
654
$4K ﹤0.01%
43
+5
655
$4K ﹤0.01%
108
656
$3K ﹤0.01%
55
-22
657
$3K ﹤0.01%
117
658
$3K ﹤0.01%
250
659
$3K ﹤0.01%
55
660
$3K ﹤0.01%
246
+45
661
$3K ﹤0.01%
+65
662
$3K ﹤0.01%
91
663
$3K ﹤0.01%
71
664
$3K ﹤0.01%
90
665
$3K ﹤0.01%
120
666
$3K ﹤0.01%
12
667
$3K ﹤0.01%
72
668
$3K ﹤0.01%
+72
669
$3K ﹤0.01%
22
670
$3K ﹤0.01%
128
-39
671
$3K ﹤0.01%
33
672
$3K ﹤0.01%
38
-13
673
$3K ﹤0.01%
110
674
$3K ﹤0.01%
112
675
$3K ﹤0.01%
54
25 26
27
28 29