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
1051
$201K ﹤0.01%
12,765
+1,012
1052
$201K ﹤0.01%
7,960
1053
$200K ﹤0.01%
+8,643
1054
$200K ﹤0.01%
+1,664
1055
$200K ﹤0.01%
+1,617
1056
$199K ﹤0.01%
+36,632
1057
$185K ﹤0.01%
28,979
-1,979
1058
$184K ﹤0.01%
+12,547
1059
$183K ﹤0.01%
13,490
-3,032
1060
$180K ﹤0.01%
12,545
-1,826
1061
$179K ﹤0.01%
18,523
1062
$178K ﹤0.01%
+14,116
1063
$178K ﹤0.01%
+23,399
1064
$177K ﹤0.01%
12,554
+100
1065
$177K ﹤0.01%
17,768
+319
1066
$174K ﹤0.01%
+11,331
1067
$173K ﹤0.01%
12,181
+798
1068
$172K ﹤0.01%
11,311
+105
1069
$168K ﹤0.01%
14,084
+1,256
1070
$160K ﹤0.01%
18,299
-194
1071
$158K ﹤0.01%
17,134
-3,133
1072
$148K ﹤0.01%
+13,000
1073
$148K ﹤0.01%
22,948
-5,773
1074
$146K ﹤0.01%
15,200
+1,922
1075
$142K ﹤0.01%
11,245
-881
41 42
43
44 45