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
651
$818K 0.01%
8,185
+1,660
652
$812K 0.01%
13,837
+2,026
653
$810K 0.01%
8,940
-180
654
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21,580
+1,325
655
$804K 0.01%
23,789
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656
$803K 0.01%
21,338
-4,567
657
$800K 0.01%
6,243
658
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659
$788K 0.01%
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660
$779K 0.01%
334,517
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$779K 0.01%
42,841
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662
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8,531
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$776K 0.01%
9,916
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664
$774K 0.01%
15,228
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665
$770K 0.01%
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2,191
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668
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10,804
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670
$757K 0.01%
9,455
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671
$755K 0.01%
14,669
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$754K 0.01%
5,722
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673
$752K 0.01%
7,269
+154
674
$740K 0.01%
8,768
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675
$740K 0.01%
24,406
-1,289
25 26
27
28 29