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
726
$615K 0.01%
10,682
+58
727
$612K 0.01%
14,619
-1,081
728
$603K 0.01%
8,525
+429
729
$603K 0.01%
10,872
-6,760
730
$594K 0.01%
3,717
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731
$588K 0.01%
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732
$581K 0.01%
14,997
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733
$579K 0.01%
13,613
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734
$577K 0.01%
7,933
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735
$576K 0.01%
4,532
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736
$569K 0.01%
5,665
-75
737
$566K 0.01%
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738
$565K 0.01%
5,528
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739
$562K 0.01%
2,177
-221
740
$562K 0.01%
5,155
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741
$561K 0.01%
3,180
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742
$559K 0.01%
27,027
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743
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12,807
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744
$556K 0.01%
3,379
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745
$552K 0.01%
16,135
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746
$552K 0.01%
211,563
-54,560
747
$550K 0.01%
3,214
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748
$546K 0.01%
17,723
+1,951
749
$546K 0.01%
9,846
+56
750
$546K 0.01%
1,038
+35
28 29
30
31 32