WA

Waverly Advisors Portfolio holdings

AUM $9.11B
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.8B
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$63.2M
2
+$25.5M
3
+$18.2M
4
GPC icon
Genuine Parts
GPC
+$10.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.75M

Top Sells

1
+$5.03M
2
+$3.09M
3
+$2.96M
4
PRFZ icon
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
+$2.07M
5
MAA icon
Mid-America Apartment Communities
MAA
+$1.97M

Sector Composition

1 Technology 2.14%
2 Financials 2.09%
3 Healthcare 1.67%
4 Consumer Discretionary 1.39%
5 Consumer Staples 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$649K 0.04%
172,205
152
$641K 0.04%
2,585
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153
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154
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163
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166
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172
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4,330
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2,969
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