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
651
$321K 0.01%
24,390
-51
652
$320K 0.01%
8,576
-3,053
653
$319K 0.01%
+3,384
654
$318K 0.01%
8,009
+501
655
$317K 0.01%
3,692
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656
$317K 0.01%
+5,173
657
$315K 0.01%
+9,052
658
$312K 0.01%
2,480
-22
659
$309K 0.01%
+1,754
660
$308K 0.01%
5,819
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661
$308K 0.01%
1,674
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662
$307K 0.01%
+7,729
663
$305K 0.01%
3,882
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664
$297K 0.01%
18,396
+5,404
665
$297K 0.01%
10,445
+3,987
666
$294K 0.01%
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667
$293K 0.01%
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668
$291K 0.01%
5,418
-25
669
$291K 0.01%
2,876
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670
$291K 0.01%
5,917
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671
$290K 0.01%
1,378
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672
$290K 0.01%
+6,648
673
$289K 0.01%
1,445
+25
674
$288K 0.01%
980
+79
675
$287K 0.01%
15,258
25 26
27
28 29