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
$196M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
586
New
Increased
Reduced
Closed

Top Buys

1
+$477K
2
+$397K
3
+$368K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$359K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$298K

Top Sells

1
+$11.4M
2
+$284K
3
+$217K
4
CERN
Cerner Corp
CERN
+$200K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$162K

Sector Composition

1 Financials 3.43%
2 Healthcare 3.27%
3 Industrials 2.96%
4 Technology 2.74%
5 Energy 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$82K 0.04%
+913
177
$82K 0.04%
+967
178
$82K 0.04%
+5,378
179
$81K 0.04%
+2,000
180
$81K 0.04%
+1,040
181
$80K 0.04%
+771
182
$80K 0.04%
+1,904
183
$79K 0.04%
+1,281
184
$79K 0.04%
+1,500
185
$77K 0.04%
+1,336
186
$76K 0.04%
+1,761
187
$75K 0.04%
+2,000
188
$74K 0.04%
+1,190
189
$73K 0.04%
+1,090
190
$72K 0.04%
+1,253
191
$72K 0.04%
+2,090
192
$72K 0.04%
+1,926
193
$71K 0.04%
+119
194
$71K 0.04%
+1,810
195
$71K 0.04%
+13,440
196
$69K 0.04%
+2,009
197
$68K 0.03%
+1,905
198
$68K 0.03%
+2,000
199
$68K 0.03%
+2,605
200
$67K 0.03%
+1,319
6 7
8
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