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
651
$4K ﹤0.01%
121
652
$4K ﹤0.01%
152
653
$4K ﹤0.01%
100
654
$4K ﹤0.01%
53
655
$4K ﹤0.01%
113
656
$4K ﹤0.01%
105
657
$4K ﹤0.01%
233
658
$4K ﹤0.01%
170
659
$4K ﹤0.01%
210
660
$4K ﹤0.01%
64
661
$4K ﹤0.01%
238
662
$4K ﹤0.01%
90
663
$4K ﹤0.01%
102
664
$4K ﹤0.01%
135
665
$4K ﹤0.01%
32
666
$4K ﹤0.01%
43
667
$4K ﹤0.01%
61
668
$3K ﹤0.01%
59
669
$3K ﹤0.01%
248
-2
670
$3K ﹤0.01%
138
671
$3K ﹤0.01%
72
672
$3K ﹤0.01%
55
673
$3K ﹤0.01%
246
674
$3K ﹤0.01%
50
675
$3K ﹤0.01%
65