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
751
$216K ﹤0.01%
+3,211
752
$214K ﹤0.01%
3,067
-25
753
$213K ﹤0.01%
2,872
-54
754
$212K ﹤0.01%
8,521
755
$212K ﹤0.01%
2,469
-54
756
$210K ﹤0.01%
+1,350
757
$209K ﹤0.01%
+929
758
$208K ﹤0.01%
+2,636
759
$207K ﹤0.01%
+6,250
760
$206K ﹤0.01%
22,500
-1,900
761
$206K ﹤0.01%
+8,856
762
$205K ﹤0.01%
4,421
-5,245
763
$205K ﹤0.01%
3,877
-290
764
$205K ﹤0.01%
1,771
+11
765
$204K ﹤0.01%
13,185
766
$203K ﹤0.01%
+3,076
767
$202K ﹤0.01%
+8,585
768
$197K ﹤0.01%
+10,837
769
$197K ﹤0.01%
10,488
770
$195K ﹤0.01%
+10,000
771
$193K ﹤0.01%
11,898
+817
772
$190K ﹤0.01%
11,131
773
$187K ﹤0.01%
17,152
774
$175K ﹤0.01%
43,316
775
$172K ﹤0.01%
17,147
+597
29 30
31
32 33