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
701
$259K 0.01%
314
702
$259K 0.01%
3,900
-480
703
$257K 0.01%
+3,420
704
$257K 0.01%
2,076
+77
705
$255K 0.01%
+249
706
$254K 0.01%
5,204
+134
707
$253K 0.01%
1,670
+53
708
$251K ﹤0.01%
2,919
709
$251K ﹤0.01%
3,770
+263
710
$249K ﹤0.01%
6,027
+8
711
$247K ﹤0.01%
+1,439
712
$246K ﹤0.01%
3,467
+14
713
$245K ﹤0.01%
+6,000
714
$244K ﹤0.01%
3,188
715
$243K ﹤0.01%
8,567
+435
716
$241K ﹤0.01%
1,758
+29
717
$240K ﹤0.01%
3,082
+148
718
$239K ﹤0.01%
+2,851
719
$239K ﹤0.01%
6,302
+546
720
$239K ﹤0.01%
+3,812
721
$238K ﹤0.01%
4,683
-539
722
$238K ﹤0.01%
+2,120
723
$236K ﹤0.01%
+560
724
$235K ﹤0.01%
915
+158
725
$234K ﹤0.01%
4,373
-151
27 28
29
30 31