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
1001
$240K ﹤0.01%
2,327
1002
$239K ﹤0.01%
43,316
1003
$238K ﹤0.01%
6,250
1004
$238K ﹤0.01%
+1,129
1005
$238K ﹤0.01%
+13,312
1006
$238K ﹤0.01%
5,167
+1,123
1007
$236K ﹤0.01%
37,706
-1,686
1008
$232K ﹤0.01%
4,657
+150
1009
$231K ﹤0.01%
+1,435
1010
$231K ﹤0.01%
5,575
-2,763
1011
$231K ﹤0.01%
+1,307
1012
$231K ﹤0.01%
14,941
+1,772
1013
$230K ﹤0.01%
4,981
-200
1014
$229K ﹤0.01%
14,882
+13
1015
$229K ﹤0.01%
1,231
-15
1016
$228K ﹤0.01%
4,973
-500
1017
$228K ﹤0.01%
716
-19
1018
$228K ﹤0.01%
+9,660
1019
$228K ﹤0.01%
8,691
+22
1020
$226K ﹤0.01%
10,930
1021
$225K ﹤0.01%
+5,171
1022
$225K ﹤0.01%
6,608
-858
1023
$224K ﹤0.01%
+4,864
1024
$223K ﹤0.01%
+5,395
1025
$223K ﹤0.01%
10,488
39 40
41
42 43