WA
Waverly Advisors Portfolio holdings
AUM
$12.3B
1-Year Est. Return
17.39%
This Fund
S&P 500
1 Year Est. Return
+17.39%
AUM
$12.3B
AUM Growth
+$2.32B
(+23%)
Holding
1,526
Top Buys
| 1 | +$84M | |
| 2 | +$74.9M | |
| 3 | +$72.7M | |
| 4 |
Microsoft
MSFT
|
+$67.6M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$62.1M |
Top Sells
| 1 | +$10.2M | |
| 2 | +$10M | |
| 3 | +$9.19M | |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$8.02M |
| 5 |
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
|
+$6.82M |
Sector Composition
| 1 | Technology | 11.67% |
| 2 | Financials | 5.87% |
| 3 | Healthcare | 3.74% |
| 4 | Industrials | 3.16% |
| 5 | Consumer Discretionary | 3.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1526
Sprott Gold Miners ETF
SGDM
$842M
| – | – |
-3,966
|
|