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
$163M
AUM Growth
-$66.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.9M
3
+$1.35M
4
SFBS icon
ServisFirst Bancshares
SFBS
+$1.13M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$586K

Top Sells

1
+$17.8M
2
+$16.7M
3
+$16.6M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.18M
5
IWC icon
iShares Micro-Cap ETF
IWC
+$2.51M

Sector Composition

1 Financials 4.24%
2 Consumer Staples 2.52%
3 Technology 2.41%
4 Energy 1.76%
5 Industrials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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125
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5