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
$573M
AUM Growth
-$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$12.1M
3
+$8.06M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$7.05M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$6.68M

Top Sells

1
+$22.7M
2
+$6.81M
3
+$5.26M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.87M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.45M

Sector Composition

1 Financials 1.55%
2 Consumer Staples 0.58%
3 Technology 0.52%
4 Healthcare 0.51%
5 Industrials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
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