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
701
$670K 0.01%
27,686
-581
702
$665K 0.01%
+35,574
703
$664K 0.01%
28,431
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704
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1,144
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705
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16,051
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3,895
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707
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3,473
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709
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710
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1,622
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712
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18,766
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713
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14,332
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714
$634K 0.01%
325
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715
$633K 0.01%
6,491
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5,672
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$632K 0.01%
12,813
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5,649
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719
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1,824
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720
$627K 0.01%
11,868
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721
$626K 0.01%
11,740
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722
$626K 0.01%
+11,452
723
$625K 0.01%
9,562
-300
724
$625K 0.01%
9,900
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725
$618K 0.01%
+26,461
27 28
29
30 31