Waverly Advisors, LLC
CIK Number: 0001568787
6.47B
Market Value
724
# of Holdings
8 months
Avg. Holding Period
82.83%
Win Rate
61.26%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 586.14 | -1.83% | 867.03K | +4.95% | 500.12M | 458.98 | 9.24% | |
| 2 | Vanguard Index ... | 395.15 | -2.61% | 614.22K | -0.68% | 235.82M | 173.79 | 4.35% | |
| 3 | Invesco Exchang... | 41.52 | -1.33% | 4.06M | -2.57% | 165.15M | 23.02 | 3.05% | |
| 4 | Vanguard Specia... | 200.99 | -1.05% | 810.4K | +1.76% | 160.51M | 157.72 | 2.96% | |
| 5 | Apple Inc | 238.04 | -1.57% | 554.47K | +6.09% | 129.19M | 163.54 | 2.39% |
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