WAWaverly Advisors, LLC
Institutional investor · Portfolio as of Q1 2019
Top Holdings127 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
INVESCO FTSE RAFI US 1000 ET | 630,648 | $71.5M | 11.1% | $19.81 | 0.00% | 1 qtr | New 91 |
VANGUARD GROWTH ETF | 407,920 | $63.8M | 9.9% | $24.89 | 0.00% | 1 qtr | New 91 |
VANGUARD MID-CAP VALUE ETF | 506,375 | $54.6M | 8.5% | $92.45 | 0.00% | 1 qtr | New 91 |
VANGUARD MID-CAP GROWTH ETF | 316,442 | $45.2M | 7.0% | $136.33 | 0.00% | 1 qtr | New 90 |
VANGUARD SCOTTSDALE FDS | 343,284 | $44.6M | 6.9% | $117.62 | 0.00% | 1 qtr | New 90 |
VANGUARD FTSE DEVELOPED ETF | 961,844 | $39.3M | 6.1% | $33.05 | 0.00% | 1 qtr | New 90 |
INVES RAFI EMER MRKT-USD INC | 1.3M | $27.1M | 4.2% | $15.86 | 0.00% | 1 qtr | New 79 |
ISHARES TR RUSSELL 1000 VALUE INDEX FUND | 217,477 | $26.9M | 4.2% | $107.08 | 0.00% | 1 qtr | New 79 |
INV RAFI US 1500 SM-USD INC | 203,872 | $26M | 4.0% | $23.39 | 0.00% | 1 qtr | New 79 |
SPDR SERIES TRUST | 528,615 | $15.1M | 2.3% | $22.76 | 0.00% | 1 qtr | New 73 |
ISHARES RUSSELL 3000 ETF | 80,681 | $13.5M | 2.1% | $151.89 | 0.00% | 1 qtr | New 72 |
VANGUARD FTSE EMERGING MARKETS | 289,156 | $12.3M | 1.9% | $34.28 | 0.00% | 1 qtr | New 64 |
VANGUARD VALUE ETF | 107,005 | $11.5M | 1.8% | $90.78 | 0.00% | 1 qtr | New 64 |
ISHARES CORE S&P 500 ETF | 38,819 | $11M | 1.7% | $255.40 | 0.00% | 1 qtr | New 63 |
ISHARES TR | 92,339 | $10.1M | 1.6% | $87.90 | 0.00% | 1 qtr | New 63 |
VANGUARD RUSSELL 2000 ETF | 75,998 | $9.3M | 1.4% | $56.09 | 0.00% | 1 qtr | New 63 |
ISHARES TR | 142,462 | $8.2M | 1.3% | $46.99 | 0.00% | 1 qtr | New 63 |
ISHARES RUSSELL 2000 ETF ETF | 52,383 | $8M | 1.2% | $140.43 | 0.00% | 1 qtr | New 63 |
ISHARES RUSSELL MIDCAP VALUE INDEX FUND | 89,222 | $7.8M | 1.2% | $76.70 | 0.00% | 1 qtr | New 63 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 48,248 | $7.3M | 1.1% | $36.03 | 0.00% | 1 qtr | New 62 |
Waverly Advisors, LLC manages $646.1M across 127 positions as of Q1 2019. Top holdings: PRF (11.1%), VUG (9.9%), VOE (8.5%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 127 new positions, 0 exits, 0 increased. Top move: PRF (NEW, conviction 91). Portfolio: $646M across 127 positions.
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Portfolio allocation by GICS sector
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer