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
1026
$223K ﹤0.01%
+3,655
1027
$222K ﹤0.01%
20,494
-26
1028
$222K ﹤0.01%
+1,592
1029
$219K ﹤0.01%
+2,825
1030
$219K ﹤0.01%
2,581
-34
1031
$219K ﹤0.01%
+1,530
1032
$219K ﹤0.01%
+1,872
1033
$219K ﹤0.01%
+1,338
1034
$217K ﹤0.01%
2,660
+88
1035
$214K ﹤0.01%
+8,085
1036
$213K ﹤0.01%
625
+79
1037
$213K ﹤0.01%
+4,757
1038
$211K ﹤0.01%
3,083
-237
1039
$210K ﹤0.01%
+4,156
1040
$209K ﹤0.01%
15,350
+1,154
1041
$208K ﹤0.01%
+1,404
1042
$208K ﹤0.01%
15,290
+2,358
1043
$207K ﹤0.01%
+8,078
1044
$206K ﹤0.01%
14,198
+6
1045
$205K ﹤0.01%
8,125
+32
1046
$204K ﹤0.01%
+2,548
1047
$202K ﹤0.01%
680
-76
1048
$202K ﹤0.01%
353
+19
1049
$202K ﹤0.01%
+5,565
1050
$201K ﹤0.01%
8,622
-48
40 41
42
43 44