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
976
$258K ﹤0.01%
6,270
-24
977
$258K ﹤0.01%
+1,917
978
$258K ﹤0.01%
+19,159
979
$257K ﹤0.01%
982
+45
980
$256K ﹤0.01%
6,677
-250
981
$256K ﹤0.01%
13,571
-369
982
$256K ﹤0.01%
10,490
+1,937
983
$254K ﹤0.01%
4,310
-2,537
984
$254K ﹤0.01%
10,903
985
$254K ﹤0.01%
5,244
+75
986
$253K ﹤0.01%
1,140
+19
987
$252K ﹤0.01%
22,551
+6,437
988
$252K ﹤0.01%
23,495
-100
989
$250K ﹤0.01%
899
-135
990
$249K ﹤0.01%
2,463
+92
991
$248K ﹤0.01%
1,756
+253
992
$247K ﹤0.01%
3,465
+207
993
$247K ﹤0.01%
3,916
-2,094
994
$242K ﹤0.01%
+10,293
995
$242K ﹤0.01%
+4,531
996
$241K ﹤0.01%
713
-252
997
$241K ﹤0.01%
5,906
998
$241K ﹤0.01%
2,566
-252
999
$241K ﹤0.01%
+3,416
1000
$240K ﹤0.01%
3,662
38 39
40
41 42