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
926
$298K ﹤0.01%
15,258
+151
927
$297K ﹤0.01%
+1,626
928
$297K ﹤0.01%
1,980
+142
929
$294K ﹤0.01%
4,130
+418
930
$293K ﹤0.01%
+28,198
931
$290K ﹤0.01%
+5,285
932
$289K ﹤0.01%
6,082
+700
933
$287K ﹤0.01%
1,130
+39
934
$284K ﹤0.01%
26,445
-580
935
$283K ﹤0.01%
+2,821
936
$283K ﹤0.01%
5,436
+136
937
$282K ﹤0.01%
2,913
+152
938
$282K ﹤0.01%
+11,386
939
$282K ﹤0.01%
30,067
+4,679
940
$282K ﹤0.01%
498
+159
941
$279K ﹤0.01%
+4,200
942
$278K ﹤0.01%
28,149
+8,576
943
$278K ﹤0.01%
+4,328
944
$277K ﹤0.01%
2,102
-109
945
$277K ﹤0.01%
+11,916
946
$276K ﹤0.01%
3,591
+97
947
$276K ﹤0.01%
1,044
+208
948
$276K ﹤0.01%
7,999
+1,125
949
$276K ﹤0.01%
3,140
950
$276K ﹤0.01%
3,910
36 37
38
39 40