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
726
$233K ﹤0.01%
1,050
+59
727
$231K ﹤0.01%
+3,859
728
$230K ﹤0.01%
2,576
-57
729
$229K ﹤0.01%
4,035
-281
730
$229K ﹤0.01%
+279
731
$229K ﹤0.01%
1,118
-44
732
$229K ﹤0.01%
4,101
733
$228K ﹤0.01%
+1,021
734
$227K ﹤0.01%
1,902
+4
735
$225K ﹤0.01%
+23,485
736
$225K ﹤0.01%
3,372
+39
737
$224K ﹤0.01%
2,452
+71
738
$224K ﹤0.01%
+1,315
739
$223K ﹤0.01%
+2,309
740
$221K ﹤0.01%
+3,227
741
$221K ﹤0.01%
2,148
+381
742
$221K ﹤0.01%
5,993
-545
743
$221K ﹤0.01%
+11,478
744
$221K ﹤0.01%
6,530
+901
745
$220K ﹤0.01%
+816
746
$219K ﹤0.01%
+1,866
747
$218K ﹤0.01%
2,958
748
$217K ﹤0.01%
8,750
-3,150
749
$217K ﹤0.01%
8,530
+99
750
$216K ﹤0.01%
+3,328
28 29
30
31 32