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
$2.29B
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$13.3M
3
+$5.43M
4
JNJ icon
Johnson & Johnson
JNJ
+$5M
5
AAPL icon
Apple
AAPL
+$4.86M

Top Sells

1
+$10.8M
2
+$4.79M
3
+$4.78M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$4.73M
5
MMM icon
3M
MMM
+$2.98M

Sector Composition

1 Technology 3.85%
2 Financials 2.55%
3 Healthcare 2%
4 Consumer Staples 1.64%
5 Consumer Discretionary 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.76M 0.08%
6,532
+892
152
$1.75M 0.08%
37,052
-4,093
153
$1.66M 0.07%
63,192
154
$1.63M 0.07%
+38,882
155
$1.63M 0.07%
8,817
+230
156
$1.62M 0.07%
7,578
+6,260
157
$1.61M 0.07%
42,444
-97
158
$1.6M 0.07%
18,984
-866
159
$1.57M 0.07%
8,215
+104
160
$1.52M 0.07%
4,703
+1,775
161
$1.51M 0.07%
38,083
-1,435
162
$1.5M 0.07%
4,985
+1,772
163
$1.46M 0.06%
15,117
+7,565
164
$1.46M 0.06%
15,509
165
$1.45M 0.06%
48,313
166
$1.44M 0.06%
25,902
+438
167
$1.44M 0.06%
30,062
-2,669
168
$1.42M 0.06%
31,950
169
$1.41M 0.06%
5,632
-775
170
$1.4M 0.06%
16,220
-328
171
$1.36M 0.06%
6,702
+136
172
$1.36M 0.06%
17,997
+945
173
$1.36M 0.06%
6,529
+194
174
$1.31M 0.06%
4,957
+383
175
$1.3M 0.06%
+42,392
5 6
7
8 9