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
51
$484K 0.2%
9,891
+760
52
$483K 0.2%
5,402
53
$478K 0.2%
3,665
-792
54
$470K 0.2%
4,992
55
$461K 0.19%
+14,650
56
$460K 0.19%
5,259
+71
57
$459K 0.19%
10,375
58
$452K 0.19%
8,190
-73
59
$451K 0.19%
17,616
60
$446K 0.19%
5,014
61
$436K 0.18%
8,226
62
$431K 0.18%
10,983
63
$431K 0.18%
7,361
64
$424K 0.18%
9,470
+790
65
$422K 0.18%
9,736
66
$421K 0.18%
32,130
+116
67
$420K 0.17%
6,031
68
$409K 0.17%
10,052
69
$404K 0.17%
4,788
+1
70
$391K 0.16%
7,948
71
$389K 0.16%
9,370
72
$380K 0.16%
10,000
73
$379K 0.16%
8,130
74
$379K 0.16%
5,295
-878
75
$377K 0.16%
11,000
1 2
3
4 5