WAWaverly Advisors, LLC
Institutional investor · Portfolio as of Q1 2020
Top Holdings145 positions
INVESCO EXCHANGE TRADED FD T | 866,631 | $80.1M | 13.5% | $18.97 | -13.51% | 5 qtrssince 2019-Q1 | Increased 72 |
VANGUARD INDEX FDS | 435,872 | $68.3M | 11.5% | $24.94 | +0.93% | 5 qtrssince 2019-Q1 | Increased 60 |
VANGUARD INDEX FDS | 627,477 | $51M | 8.6% | $88.78 | -20.76% | 5 qtrssince 2019-Q1 | Increased 65 |
VANGUARD INDEX FDS | 340,591 | $43.2M | 7.3% | $135.28 | -10.21% | 5 qtrssince 2019-Q1 | Increased 59 |
VANGUARD TAX-MANAGED INTL FD | 1.3M | $42.5M | 7.2% | $32.20 | -14.34% | 5 qtrssince 2019-Q1 | Increased 66 |
VANGUARD SCOTTSDALE FDS | 318,422 | $37.3M | 6.3% | $116.97 | -7.96% | 5 qtrssince 2019-Q1 | Decreased 0 |
INVESCO EXCH TRADED FD TR II | 1.7M | $26M | 4.4% | $14.84 | -22.28% | 5 qtrssince 2019-Q1 | Increased 62 |
INVESCO EXCHANGE TRADED FD T | 260,095 | $23.3M | 3.9% | $22.21 | -25.40% | 5 qtrssince 2019-Q1 | Increased 62 |
SPDR SER TR | 705,748 | $21.3M | 3.6% | $22.93 | +7.39% | 5 qtrssince 2019-Q1 | Increased 56 |
VANGUARD INDEX FDS | 139,494 | $12.4M | 2.1% | $89.18 | -14.61% | 5 qtrssince 2019-Q1 | Increased 53 |
VANGUARD SCOTTSDALE FDS | 108,774 | $9.5M | 1.6% | $66.83 | +2.22% | 5 qtrssince 2019-Q1 | Increased 46 |
ISHARES TR | 81,295 | $9.4M | 1.6% | $88.20 | +8.26% | 5 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 33,714 | $8.7M | 1.5% | $253.31 | -7.01% | 5 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 48,409 | $7.3M | 1.2% | $36.08 | +0.41% | 5 qtrssince 2019-Q1 | Increased 44 |
VANGUARD SCOTTSDALE FDS | 75,418 | $7M | 1.2% | $55.80 | -23.95% | 5 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE EMERGING MARKE | 192,129 | $6.4M | 1.1% | $34.16 | -18.31% | 5 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 63,246 | $6.3M | 1.1% | $105.95 | -17.32% | 5 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 139,147 | $6.2M | 1.1% | $47.18 | -19.54% | 5 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 25,694 | $6.1M | 1.0% | $231.89 | -7.02% | 5 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 46,430 | $6M | 1.0% | $123.21 | -4.54% | 5 qtrssince 2019-Q1 | Increased 69 |
Waverly Advisors, LLC manages $592.1M across 145 positions as of Q1 2020. Top holdings: PRF (13.5%), VUG (11.5%), VOE (8.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 14 new positions, 9 exits, 72 increased. Top move: PRF (INCREASED, conviction 72). Portfolio: $592M across 145 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR