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
751
$545K 0.01%
10,200
752
$544K 0.01%
14,367
+3,220
753
$541K 0.01%
4,351
+1,989
754
$539K 0.01%
13,910
+160
755
$532K 0.01%
8,903
+3,311
756
$529K 0.01%
1,532
+71
757
$527K 0.01%
8,754
-310
758
$524K 0.01%
3,803
+705
759
$521K 0.01%
21,955
+306
760
$519K 0.01%
15,247
-248
761
$518K 0.01%
13,379
+146
762
$517K 0.01%
16,870
-750
763
$513K 0.01%
16,873
-13,939
764
$512K 0.01%
14,165
+4,247
765
$508K 0.01%
+811
766
$508K 0.01%
3,069
+214
767
$507K 0.01%
8,927
+1
768
$506K 0.01%
3,932
+178
769
$506K 0.01%
7,729
-3,189
770
$504K 0.01%
2,812
+867
771
$502K 0.01%
1,557
+60
772
$500K 0.01%
11,823
-2,994
773
$496K 0.01%
10,509
+21
774
$495K 0.01%
5,928
+872
775
$488K 0.01%
4,697
-27
29 30
31
32 33