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
201
$8.57M 0.1%
71,178
+5,413
202
$8.54M 0.1%
50,030
+43,382
203
$8.53M 0.1%
30,137
+24,905
204
$8.46M 0.1%
314,013
+4,411
205
$8.34M 0.1%
139,967
-19,149
206
$8.24M 0.1%
10,101
+78
207
$8.24M 0.1%
56,401
+5,637
208
$8.23M 0.1%
94,113
-557
209
$8.15M 0.1%
379,526
-825
210
$8.12M 0.1%
165,199
+5,148
211
$8.11M 0.1%
+251,264
212
$8.03M 0.1%
158,228
-28,328
213
$7.94M 0.1%
343,005
+2,494
214
$7.85M 0.1%
23,798
+2,269
215
$7.8M 0.1%
+16,967
216
$7.69M 0.09%
259,810
+27,038
217
$7.67M 0.09%
12,495
+3,507
218
$7.66M 0.09%
17,141
+2,569
219
$7.65M 0.09%
190,823
+179,987
220
$7.6M 0.09%
49,628
+35,823
221
$7.55M 0.09%
24,433
+1,786
222
$7.3M 0.09%
114,861
-6,289
223
$7.29M 0.09%
13,293
+7,617
224
$7.27M 0.09%
76,170
+48,675
225
$7.18M 0.09%
106,136
+1,447
7 8
9
10 11