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
$678M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$2.05M
3
+$1.37M
4
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$1.23M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.13M

Top Sells

1
+$7.29M
2
+$568K
3
+$504K
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$350K
5
CELG
Celgene Corp
CELG
+$250K

Sector Composition

1 Financials 3.74%
2 Industrials 2.01%
3 Healthcare 1.98%
4 Technology 1.79%
5 Consumer Staples 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.64M 0.24%
6,164
52
$1.63M 0.24%
24,130
+895
53
$1.59M 0.23%
7,418
+75
54
$1.58M 0.23%
13,965
+1
55
$1.55M 0.23%
40,998
-9,227
56
$1.55M 0.23%
18,502
-438
57
$1.54M 0.23%
38,305
+380
58
$1.46M 0.22%
10,122
+467
59
$1.45M 0.21%
21,303
60
$1.44M 0.21%
6,117
-97
61
$1.41M 0.21%
45,060
+3,240
62
$1.4M 0.21%
18,630
63
$1.39M 0.21%
8,454
+120
64
$1.37M 0.2%
8,988
+510
65
$1.36M 0.2%
20,014
66
$1.3M 0.19%
31,054
-211
67
$1.29M 0.19%
8,600
68
$1.28M 0.19%
15,326
+290
69
$1.27M 0.19%
27,001
+234
70
$1.22M 0.18%
25,877
+449
71
$1.18M 0.17%
9,632
+456
72
$1.17M 0.17%
45,939
-601
73
$1.16M 0.17%
20,098
+50
74
$1.13M 0.17%
20,789
75
$1.11M 0.16%
18,680
+1,180
1 2
3
4 5