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
$1.17B
AUM Growth
+$86.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1 +$6.86M
2 +$5.48M
3 +$4.93M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.32M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$3.05M

Sector Composition

1 Technology 2.39%
2 Financials 2.32%
3 Healthcare 0.88%
4 Industrials 0.86%
5 Consumer Discretionary 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$207K 0.02%
3,636
202
$205K 0.02%
19,812
203
$205K 0.02%
+7,800
204
$204K 0.02%
+2,924
205
$203K 0.02%
3,729
206
$202K 0.02%
+2,485
207
$189K 0.02%
11,633
+100
208
$114K 0.01%
16,504
209
$95K 0.01%
11,020
210
-443
211
-1,016