WA
Waverly Advisors Portfolio holdings
AUM
$9.11B
1-Year Return
14.7%
This Quarter Return
+7.75%
1 Year Return
+14.7%
3 Year Return
+51.09%
5 Year Return
+83.3%
10 Year Return
+138.78%
AUM
$4.25B
AUM Growth
+$1.58B
(+59%)
Cap. Flow
+$1.38B
Cap. Flow
% of AUM
32.42%
Top 10 Holdings %
Top 10 Hldgs %
33.89%
Holding
708
New
262
Increased
320
Reduced
84
Closed
12
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$71.6M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$48.2M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$38.7M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$36.1M |
| 5 |
iShares Russell 3000 ETF
IWV
|
$28.9M |
Top Sells
Sector Composition
| 1 | Technology | 4.5% |
| 2 | Financials | 4.37% |
| 3 | Healthcare | 2.28% |
| 4 | Consumer Discretionary | 1.72% |
| 5 | Industrials | 1.68% |
