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
$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
201
$67K 0.03%
+1,600
202
$67K 0.03%
+978
203
$66K 0.03%
+6,969
204
$66K 0.03%
+1,186
205
$66K 0.03%
+847
206
$64K 0.03%
+1,726
207
$64K 0.03%
+2,265
208
$64K 0.03%
+3,042
209
$64K 0.03%
+1,330
210
$64K 0.03%
+2,487
211
$64K 0.03%
+957
212
$63K 0.03%
+2,042
213
$63K 0.03%
+998
214
$63K 0.03%
+1,014
215
$62K 0.03%
+427
216
$62K 0.03%
+1,280
217
$61K 0.03%
+2,465
218
$61K 0.03%
+697
219
$60K 0.03%
+1,233
220
$60K 0.03%
+950
221
$59K 0.03%
+877
222
$58K 0.03%
+500
223
$58K 0.03%
+2,892
224
$57K 0.03%
+1,300
225
$57K 0.03%
+443
7 8
9
10 11