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
$240M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
786
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$2.72M
3
+$2.34M
4
ADTN icon
Adtran
ADTN
+$2.09M
5
VMC icon
Vulcan Materials
VMC
+$1.82M

Top Sells

1
+$3.43M
2
+$1.76M
3
+$1.59M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$375K
5
AAPL icon
Apple
AAPL
+$259K

Sector Composition

1 Financials 5.9%
2 Energy 3.61%
3 Technology 2.86%
4 Industrials 2.35%
5 Consumer Staples 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$65K 0.03%
407
-51
202
$65K 0.03%
+1,091
203
$65K 0.03%
1,477
-171
204
$64K 0.03%
2,281
-1,716
205
$64K 0.03%
1,919
+347
206
$63K 0.03%
500
207
$63K 0.03%
769
+692
208
$63K 0.03%
500
209
$61K 0.03%
2,847
210
$61K 0.03%
2,500
211
$61K 0.03%
981
+210
212
$60K 0.03%
2,250
+234
213
$60K 0.03%
3,288
+63
214
$60K 0.03%
646
215
$59K 0.02%
1,627
+1,228
216
$59K 0.02%
+40
217
$59K 0.02%
500
218
$59K 0.02%
2,304
+464
219
$58K 0.02%
+2,200
220
$56K 0.02%
959
221
$56K 0.02%
1,309
-744
222
$55K 0.02%
+1,995
223
$55K 0.02%
1,344
+1,132
224
$55K 0.02%
650
225
$54K 0.02%
4,418
+27
7 8
9
10 11