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
901
$326K ﹤0.01%
2,034
-113
902
$325K ﹤0.01%
31,560
+279
903
$323K ﹤0.01%
770
+52
904
$321K ﹤0.01%
15,748
+874
905
$320K ﹤0.01%
+1,039
906
$317K ﹤0.01%
+11,775
907
$315K ﹤0.01%
3,900
+330
908
$314K ﹤0.01%
+19,430
909
$313K ﹤0.01%
7,067
+240
910
$312K ﹤0.01%
32,602
911
$312K ﹤0.01%
14,940
+861
912
$310K ﹤0.01%
8,483
+293
913
$309K ﹤0.01%
19,855
914
$308K ﹤0.01%
6,826
+621
915
$307K ﹤0.01%
1,666
+59
916
$307K ﹤0.01%
730
+70
917
$307K ﹤0.01%
12,000
918
$306K ﹤0.01%
1,743
+598
919
$303K ﹤0.01%
1,693
+34
920
$302K ﹤0.01%
3,372
+145
921
$301K ﹤0.01%
2,543
-46
922
$300K ﹤0.01%
1,320
+50
923
$299K ﹤0.01%
7,635
+248
924
$298K ﹤0.01%
10,993
+863
925
$298K ﹤0.01%
2,489
+442
35 36
37
38 39