Waverly Advisors, LLC
CIK Number: 0001568787
8.2B
Market Value
937
# of Holdings
8 months
Avg. Holding Period
27.26%
Win Rate
51.23%
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&... | 599.22 | +0.05% | 918.2K | +5.90% | 540.53M | 466.2 | 8.36% |
| 2 | VUG | Vanguard Growth... | 420.94 | +0.42% | 636.85K | +3.68% | 261.39M | 182.2 | 4.04% |
| 3 | AAPL | Apple Inc. | 202.99 | -0.14% | 679.78K | +22.60% | 170.23M | 179.56 | 2.63% |
| 4 | VIG | Vanguard Divide... | 199.99 | -0.05% | 840.12K | +3.67% | 164.52M | 159.07 | 2.54% |
| 5 | PRF | Invesco FTSE RA... | 40.90 | -0.43% | 3.97M | -2.42% | 160M | 23.02 | 2.47% |
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