WA
Waverly Advisors Portfolio holdings
AUM
$9.11B
1-Year Est. Return
14.7%
1 Year Est. Return
+14.7%
AUM
$8.2B
AUM Growth
+$1.74B
(+27%)
Holding
1,132
Top Buys
| 1 | +$116M | |
| 2 | +$67.6M | |
| 3 | +$60.5M | |
| 4 |
Apple
AAPL
|
+$47.8M |
| 5 |
Microsoft
MSFT
|
+$42M |
Top Sells
| 1 | +$3.44M | |
| 2 | +$3.42M | |
| 3 | +$3.25M | |
| 4 |
Clough Hedged Equity ETF
CBLS
|
+$2.83M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1126
Ryanair
RYAAY
$32.7B
| – | – |
-4,685
|
|
||
1127
ProShares UltraPro Short Dow 30
SDOW
$167M
| – | – |
-8,500
|
|
||
1128
Motley Fool 100 Index ETF
TMFC
$1.73B
| – | – |
-5,289
|
|
||
1129
Twilio
TWLO
$16.4B
| – | – |
-1,858
|
|
||
1130
Invesco S&P MidCap Low Volatility ETF
XMLV
$797M
| – | – |
-14,193
|
|
||
|
CPSD
1131
Calamos S&P 500 Structured Alt Protection ETF - December
CPSD
$53.6M
| – | – |
-8,276
|
|
||
|
XYZ
1132
Block Inc
XYZ
$45.8B
| – | – |
-3,549
|
|