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
1076
$133K ﹤0.01%
16,035
+35
1077
$133K ﹤0.01%
16,317
+2,331
1078
$132K ﹤0.01%
10,991
+183
1079
$130K ﹤0.01%
10,627
-1,673
1080
$129K ﹤0.01%
+12,189
1081
$128K ﹤0.01%
+12,869
1082
$125K ﹤0.01%
12,666
1083
$122K ﹤0.01%
13,676
+657
1084
$118K ﹤0.01%
12,867
+29
1085
$113K ﹤0.01%
+10,003
1086
$109K ﹤0.01%
19,390
+1,000
1087
$107K ﹤0.01%
+17,150
1088
$97.8K ﹤0.01%
11,560
-150
1089
$93K ﹤0.01%
19,303
+129
1090
$90.6K ﹤0.01%
12,326
-5
1091
$90.2K ﹤0.01%
12,866
1092
$86.6K ﹤0.01%
15,712
-2,000
1093
$82.8K ﹤0.01%
16,932
+701
1094
$81.7K ﹤0.01%
14,855
-1
1095
$77.5K ﹤0.01%
10,453
-339
1096
$75.8K ﹤0.01%
10,316
1097
$75.4K ﹤0.01%
11,440
+440
1098
$71.9K ﹤0.01%
+25,152
1099
$69.7K ﹤0.01%
2,952
+7
1100
$60K ﹤0.01%
19,924
+5,162
42 43
44
45 46