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
676
$285K 0.01%
1,914
-78
677
$285K 0.01%
7,446
+957
678
$285K 0.01%
5,614
-3,004
679
$284K 0.01%
651
+46
680
$282K 0.01%
2,873
+134
681
$282K 0.01%
+11,663
682
$282K 0.01%
+4,836
683
$281K 0.01%
5,254
+636
684
$279K 0.01%
+6,056
685
$279K 0.01%
+515
686
$277K 0.01%
5,708
+906
687
$272K 0.01%
7,059
+73
688
$271K 0.01%
555
+6
689
$270K 0.01%
16,520
690
$269K 0.01%
2,371
+1
691
$267K 0.01%
1,519
692
$267K 0.01%
+26,908
693
$266K 0.01%
4,199
-2,434
694
$264K 0.01%
+958
695
$262K 0.01%
835
+17
696
$262K 0.01%
+2,598
697
$261K 0.01%
12,800
-200
698
$260K 0.01%
+2,439
699
$259K 0.01%
+158
700
$259K 0.01%
5,230
-997
26 27
28
29 30