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
776
$170K ﹤0.01%
32,305
-90
777
$170K ﹤0.01%
10,638
+628
778
$159K ﹤0.01%
16,320
779
$156K ﹤0.01%
20,943
-4,451
780
$153K ﹤0.01%
13,668
+1,002
781
$153K ﹤0.01%
25,678
782
$152K ﹤0.01%
14,337
+6
783
$151K ﹤0.01%
+14,666
784
$146K ﹤0.01%
31,163
785
$144K ﹤0.01%
+11,682
786
$126K ﹤0.01%
12,800
-1,600
787
$125K ﹤0.01%
15,298
-365
788
$122K ﹤0.01%
19,713
+2,284
789
$119K ﹤0.01%
+16,666
790
$119K ﹤0.01%
18,755
791
$117K ﹤0.01%
19,174
+1,464
792
$99.4K ﹤0.01%
10,417
+26
793
$52K ﹤0.01%
10,832
+82
794
$43.4K ﹤0.01%
26,000
795
$40K ﹤0.01%
+1,003
796
$27.4K ﹤0.01%
+11,757
797
$14.9K ﹤0.01%
667
798
$13.9K ﹤0.01%
20,000
+10,000
799
$10.7K ﹤0.01%
10,000
800
$9.88K ﹤0.01%
19,663
+3,663
30 31
32
33 34