Waverly Advisors, LLC
CIK Number: 0001568787
5.42B
Market Value
722
# of Holdings
9 months
Avg. Holding Period
80.29%
Win Rate
55.67%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 607.39 | +0.01% | 867.03K | +4.95% | 500.12M | 458.98 | 9.24% | |
| 2 | Vanguard Index ... | 423.78 | -0.13% | 614.22K | -0.68% | 235.82M | 173.79 | 4.35% | |
| 3 | Invesco Exchang... | 41.77 | -0.20% | 4.06M | -2.57% | 165.15M | 30.03 | 3.05% | |
| 4 | Vanguard Specia... | 202.09 | +0.80% | 810.40K | +1.76% | 160.51M | 157.72 | 2.96% | |
| 5 | Apple Inc | 248.21 | +0.10% | 554.47K | +6.09% | 129.19M | 170.62 | 2.39% |
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