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
$284M
AUM Growth
+$88.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
877
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$9.73M
3
+$7.76M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.24M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.26M

Top Sells

1
+$929K
2
+$295K
3
+$131K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$77K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$74.1K

Sector Composition

1 Financials 4.58%
2 Industrials 4.02%
3 Healthcare 3.3%
4 Technology 3.22%
5 Consumer Staples 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$3K ﹤0.01%
+358
752
$3K ﹤0.01%
+137
753
$3K ﹤0.01%
50
754
$3K ﹤0.01%
+38
755
$3K ﹤0.01%
85
756
$3K ﹤0.01%
+77
757
$3K ﹤0.01%
108
758
$3K ﹤0.01%
+72
759
$3K ﹤0.01%
146
760
$3K ﹤0.01%
+97
761
$3K ﹤0.01%
170
762
$3K ﹤0.01%
+52
763
$3K ﹤0.01%
+229
764
$3K ﹤0.01%
+96
765
$3K ﹤0.01%
+149
766
$3K ﹤0.01%
+135
767
$3K ﹤0.01%
+53
768
$3K ﹤0.01%
+108
769
$2K ﹤0.01%
+83
770
$2K ﹤0.01%
100
771
$2K ﹤0.01%
+68
772
$2K ﹤0.01%
+31
773
$2K ﹤0.01%
7
774
$2K ﹤0.01%
43
775
$2K ﹤0.01%
113
29 30
31
32 33