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
$8.2B
AUM Growth
+$1.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,132
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$67.6M
3
+$60.5M
4
AAPL icon
Apple
AAPL
+$47.8M
5
MSFT icon
Microsoft
MSFT
+$42M

Top Sells

1
+$3.44M
2
+$3.42M
3
+$3.25M
4
CBLS icon
Clough Hedged Equity ETF
CBLS
+$2.83M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$2.72M

Sector Composition

1 Technology 9.7%
2 Financials 5.75%
3 Healthcare 3.57%
4 Consumer Staples 3.1%
5 Industrials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$10.4M 0.13%
+28,634
177
$10.4M 0.13%
200,567
+3,465
178
$10.3M 0.13%
32,447
-84
179
$10.2M 0.12%
103,557
+66,604
180
$10.2M 0.12%
108,523
+7,696
181
$10.1M 0.12%
358,750
+19,739
182
$10.1M 0.12%
32,331
+1,317
183
$9.9M 0.12%
52,038
+330
184
$9.89M 0.12%
33,035
+625
185
$9.82M 0.12%
+105,862
186
$9.8M 0.12%
187,103
+47
187
$9.62M 0.12%
19,836
+15,888
188
$9.57M 0.12%
+69,781
189
$9.33M 0.11%
76,509
+8,655
190
$9.28M 0.11%
41,831
+6,285
191
$9.26M 0.11%
217,075
-957
192
$9.25M 0.11%
15,682
+11,667
193
$8.97M 0.11%
150,329
+2,695
194
$8.9M 0.11%
131,149
+102,227
195
$8.84M 0.11%
99,292
+93,110
196
$8.81M 0.11%
43,691
+37,920
197
$8.8M 0.11%
173,488
+88,716
198
$8.66M 0.11%
22,571
+16,231
199
$8.6M 0.1%
137,857
-1,662
200
$8.58M 0.1%
59,099
+53,228
6 7
8
9 10