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
951
$275K ﹤0.01%
+3,168
952
$275K ﹤0.01%
31,583
+50
953
$274K ﹤0.01%
+5,069
954
$274K ﹤0.01%
25,239
-640
955
$272K ﹤0.01%
7,525
+1,478
956
$272K ﹤0.01%
11,119
+1,043
957
$272K ﹤0.01%
7,629
-480
958
$271K ﹤0.01%
6,048
+748
959
$270K ﹤0.01%
9,136
+222
960
$269K ﹤0.01%
+3,860
961
$268K ﹤0.01%
5,234
+7
962
$268K ﹤0.01%
3,893
+335
963
$265K ﹤0.01%
2,031
+497
964
$265K ﹤0.01%
6,097
-6,481
965
$265K ﹤0.01%
+7,253
966
$264K ﹤0.01%
+1,549
967
$264K ﹤0.01%
4,542
-34
968
$263K ﹤0.01%
6,514
-4
969
$263K ﹤0.01%
3,737
-28
970
$262K ﹤0.01%
3,968
-363
971
$260K ﹤0.01%
15,078
+43
972
$260K ﹤0.01%
1,954
973
$260K ﹤0.01%
9,740
+2,282
974
$259K ﹤0.01%
6,056
+10
975
$258K ﹤0.01%
3,211
-1,700
37 38
39
40 41