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
126
$14.1M 0.17%
24,486
+1,659
127
$14M 0.17%
185,273
+19,474
128
$14M 0.17%
54,186
+11,809
129
$13.9M 0.17%
302,910
-2,613
130
$13.8M 0.17%
+258,434
131
$13.8M 0.17%
109,504
-1,127
132
$13.8M 0.17%
330,115
+51,449
133
$13.4M 0.16%
486,837
+305,545
134
$13.4M 0.16%
551,182
+57,357
135
$13.3M 0.16%
87,915
-3,712
136
$13.2M 0.16%
286,721
+3,856
137
$13.2M 0.16%
244,396
+31,837
138
$13.1M 0.16%
502,058
-108,445
139
$13.1M 0.16%
133,101
+37,875
140
$13.1M 0.16%
123,806
+9,109
141
$12.9M 0.16%
75,767
+2,213
142
$12.8M 0.16%
124,858
+94,584
143
$12.8M 0.16%
+312,196
144
$12.7M 0.15%
85,919
-1,061
145
$12.5M 0.15%
94,606
+7,441
146
$12.5M 0.15%
709,406
+43,908
147
$12.3M 0.15%
236,868
+45,409
148
$12.2M 0.15%
47,266
+6,960
149
$12.1M 0.15%
146,032
-716
150
$12.1M 0.15%
144,763
+2,608
4 5
6
7 8