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
676
$3K ﹤0.01%
83
677
$3K ﹤0.01%
188
-191
678
$3K ﹤0.01%
80
679
$3K ﹤0.01%
44
680
$3K ﹤0.01%
830
681
$3K ﹤0.01%
245
682
$3K ﹤0.01%
32
-30
683
$3K ﹤0.01%
143
+53
684
$2K ﹤0.01%
55
685
$2K ﹤0.01%
100
686
$2K ﹤0.01%
100
687
$2K ﹤0.01%
39
688
$2K ﹤0.01%
68
689
$2K ﹤0.01%
10
690
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+18
691
$2K ﹤0.01%
39
692
$2K ﹤0.01%
7
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51
694
$2K ﹤0.01%
308
695
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301
696
$2K ﹤0.01%
57
697
$2K ﹤0.01%
42
698
$2K ﹤0.01%
39
699
$2K ﹤0.01%
245
700
$2K ﹤0.01%
92
26 27
28
29 30