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
$284M
AUM Growth
+$88.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
877
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$9.73M
3
+$7.76M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.24M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.26M

Top Sells

1
+$929K
2
+$295K
3
+$131K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$77K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$74.1K

Sector Composition

1 Financials 4.58%
2 Industrials 4.03%
3 Healthcare 3.3%
4 Technology 3.21%
5 Consumer Staples 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$4K ﹤0.01%
116
702
$4K ﹤0.01%
+90
703
$4K ﹤0.01%
+153
704
$4K ﹤0.01%
75
705
$4K ﹤0.01%
101
-101
706
$4K ﹤0.01%
712
707
$4K ﹤0.01%
+54
708
$4K ﹤0.01%
+210
709
$4K ﹤0.01%
+72
710
$4K ﹤0.01%
67
711
$4K ﹤0.01%
+152
712
$4K ﹤0.01%
+100
713
$4K ﹤0.01%
+86
714
$4K ﹤0.01%
+154
715
$4K ﹤0.01%
82
716
$4K ﹤0.01%
121
717
$4K ﹤0.01%
+300
718
$4K ﹤0.01%
+72
719
$4K ﹤0.01%
+230
720
$4K ﹤0.01%
+64
721
$4K ﹤0.01%
200
722
$4K ﹤0.01%
+245
723
$4K ﹤0.01%
+44
724
$4K ﹤0.01%
+19
725
$4K ﹤0.01%
+170
27 28
29
30 31