Waverly Advisors, LLC
CIK Number: 0001568787
6.47B
Market Value
930
# of Holdings
8 months
Avg. Holding Period
27.25%
Win Rate
61.29%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 567.36 | +0.64% | 918.2K | +5.90% | 540.53M | 466.2 | 8.36% |
| 2 | VUG | Vanguard Growth... | 387.68 | +0.78% | 636.85K | +3.68% | 261.39M | 182.2 | 4.04% |
| 3 | AAPL | Apple Inc. | 197.28 | +0.52% | 679.78K | +22.60% | 170.23M | 179.56 | 2.63% |
| 4 | VIG | Vanguard Divide... | 192.46 | +0.24% | 840.12K | +3.67% | 164.52M | 159.07 | 2.54% |
| 5 | PRF | Invesco FTSE RA... | 39.73 | +0.62% | 3.97M | -2.42% | 160M | 23.02 | 2.47% |
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