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
851
$383K ﹤0.01%
25,516
-770
852
$383K ﹤0.01%
67,492
853
$380K ﹤0.01%
1,831
+41
854
$380K ﹤0.01%
5,955
-70
855
$376K ﹤0.01%
3,292
+135
856
$375K ﹤0.01%
2,428
+594
857
$375K ﹤0.01%
+18,717
858
$374K ﹤0.01%
8,895
+329
859
$374K ﹤0.01%
8,499
+477
860
$373K ﹤0.01%
2,035
+308
861
$373K ﹤0.01%
13,460
+2,262
862
$373K ﹤0.01%
6,273
-73
863
$372K ﹤0.01%
22,439
+1,079
864
$370K ﹤0.01%
18,173
+1,621
865
$367K ﹤0.01%
+7,925
866
$366K ﹤0.01%
5,583
+1,387
867
$364K ﹤0.01%
3,144
+1,116
868
$363K ﹤0.01%
3,396
+527
869
$363K ﹤0.01%
4,395
+86
870
$361K ﹤0.01%
6,032
+1,960
871
$359K ﹤0.01%
2,834
-94
872
$357K ﹤0.01%
3,933
+429
873
$355K ﹤0.01%
3,670
+425
874
$355K ﹤0.01%
1,142
-402
875
$355K ﹤0.01%
8,624
-320
33 34
35
36 37