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
776
$488K 0.01%
7,565
-149
777
$488K 0.01%
718
+14
778
$488K 0.01%
20,660
+5,898
779
$486K 0.01%
+11,541
780
$485K 0.01%
10,730
-775
781
$483K 0.01%
3,695
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782
$483K 0.01%
3,183
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$481K 0.01%
17,262
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784
$481K 0.01%
8,900
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$480K 0.01%
19,086
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786
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787
$478K 0.01%
5,923
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788
$478K 0.01%
9,195
-183
789
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2,980
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$476K 0.01%
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$475K 0.01%
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$474K 0.01%
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794
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795
$473K 0.01%
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796
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797
$469K 0.01%
50,296
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798
$469K 0.01%
1,008
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799
$469K 0.01%
3,659
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800
$466K 0.01%
6,150
+615
30 31
32
33 34