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
801
$464K 0.01%
5,586
-168
802
$461K 0.01%
8,141
-452
803
$461K 0.01%
15,682
-5,622
804
$460K 0.01%
4,121
+212
805
$458K 0.01%
4,319
+26
806
$453K 0.01%
+5,048
807
$452K 0.01%
44,814
-4,221
808
$451K 0.01%
6,664
+248
809
$451K 0.01%
4,371
+12
810
$451K 0.01%
4,747
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811
$440K 0.01%
12,624
-300
812
$440K 0.01%
46,147
-7,902
813
$440K 0.01%
22,462
-2,910
814
$438K 0.01%
6,843
-798
815
$435K 0.01%
13,951
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816
$434K 0.01%
3,349
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817
$434K 0.01%
9,625
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818
$433K 0.01%
17,694
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819
$429K 0.01%
21,968
-2,753
820
$429K 0.01%
8,641
+1,000
821
$427K 0.01%
+1,621
822
$427K 0.01%
3,226
-135
823
$424K 0.01%
30,644
+5,937
824
$422K 0.01%
32,675
+54
825
$420K 0.01%
+16,618
31 32
33
34 35