WA

Waverly Advisors Portfolio holdings

AUM $12.3B
1-Year Est. Return 17.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
+$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$12.9M
2 +$6.59M
3 +$3.69M
4
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$2.49M
5
VTV icon
Vanguard Value ETF
VTV
+$2.46M

Sector Composition

1 Financials 2.03%
2 Technology 2%
3 Industrials 0.83%
4 Healthcare 0.73%
5 Consumer Discretionary 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-4,659