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
826
$418K 0.01%
34,352
827
$416K 0.01%
+13,560
828
$416K 0.01%
17,330
-1,206
829
$407K 0.01%
2,975
+1,341
830
$406K 0.01%
10,661
+336
831
$406K ﹤0.01%
+1,673
832
$405K ﹤0.01%
21,850
+1,562
833
$404K ﹤0.01%
5,612
+427
834
$401K ﹤0.01%
1,954
+447
835
$401K ﹤0.01%
6,238
+130
836
$400K ﹤0.01%
1,711
+35
837
$399K ﹤0.01%
4,855
838
$397K ﹤0.01%
9,680
-1,450
839
$394K ﹤0.01%
4,138
+28
840
$392K ﹤0.01%
4,184
-1,315
841
$391K ﹤0.01%
14,837
-210
842
$391K ﹤0.01%
2,157
+220
843
$391K ﹤0.01%
6,312
-17
844
$390K ﹤0.01%
12,708
+1,430
845
$389K ﹤0.01%
19,260
-99
846
$389K ﹤0.01%
4,726
+1,580
847
$386K ﹤0.01%
3,230
+568
848
$385K ﹤0.01%
9,533
-437
849
$384K ﹤0.01%
42,285
-2,053
850
$383K ﹤0.01%
3,311
+363
32 33
34
35 36