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
876
$354K ﹤0.01%
+1,554
877
$353K ﹤0.01%
+5,502
878
$351K ﹤0.01%
+14,050
879
$350K ﹤0.01%
+47,691
880
$347K ﹤0.01%
6,902
+2
881
$346K ﹤0.01%
+12,164
882
$346K ﹤0.01%
1,420
+132
883
$346K ﹤0.01%
2,813
-1,041
884
$344K ﹤0.01%
11,752
+922
885
$344K ﹤0.01%
3,013
-84
886
$343K ﹤0.01%
3,323
+1,133
887
$342K ﹤0.01%
3,508
+260
888
$341K ﹤0.01%
6,438
+587
889
$338K ﹤0.01%
2,946
+450
890
$336K ﹤0.01%
20,606
+1,191
891
$336K ﹤0.01%
+4,991
892
$335K ﹤0.01%
2,623
+1,155
893
$335K ﹤0.01%
+10,342
894
$333K ﹤0.01%
+6,400
895
$331K ﹤0.01%
2,652
+57
896
$330K ﹤0.01%
+12,362
897
$329K ﹤0.01%
238
+43
898
$328K ﹤0.01%
2,995
+414
899
$327K ﹤0.01%
1,218
+186
900
$326K ﹤0.01%
6,187
+1,184
34 35
36
37 38