WAWaverly Advisors, LLC
Institutional investor · Portfolio as of Q2 2019
Top Holdings129 positions
INVESCO EXCHANGE TRADED FD T | 637,309 | $74.3M | 11.1% | $19.60 | +3.42% | 2 qtrssince 2019-Q1 | Increased 58 |
VANGUARD INDEX FDS | 408,427 | $66.7M | 9.9% | $24.87 | +4.72% | 2 qtrssince 2019-Q1 | Increased 57 |
VANGUARD INDEX FDS | 516,157 | $57.5M | 8.6% | $91.12 | +3.70% | 2 qtrssince 2019-Q1 | Increased 58 |
VANGUARD INDEX FDS | 319,127 | $47.6M | 7.1% | $135.75 | +4.73% | 2 qtrssince 2019-Q1 | Increased 57 |
VANGUARD SCOTTSDALE FDS | 336,821 | $45.4M | 6.8% | $116.97 | +4.17% | 2 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD TAX-MANAGED FDS | 987,682 | $41.2M | 6.1% | $32.77 | +3.11% | 2 qtrssince 2019-Q1 | Increased 58 |
INVESCO EXCH TRADED FD TR II | 1.3M | $28M | 4.2% | $15.44 | +1.75% | 2 qtrssince 2019-Q1 | Increased 54 |
ISHARES TR | 215,184 | $27.4M | 4.1% | $105.95 | +3.60% | 2 qtrssince 2019-Q1 | Decreased 0 |
INVESCO EXCHANGE TRADED FD T | 206,981 | $26.4M | 3.9% | $23.23 | +0.48% | 2 qtrssince 2019-Q1 | Increased 53 |
SPDR SERIES TRUST | 554,069 | $16.2M | 2.4% | $22.63 | +2.86% | 2 qtrssince 2019-Q1 | Increased 51 |
ISHARES TR | 78,963 | $13.6M | 2.0% | $150.90 | +3.96% | 2 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 110,837 | $12.3M | 1.8% | $89.54 | +3.58% | 2 qtrssince 2019-Q1 | Increased 46 |
VANGUARD INTL EQUITY INDEX F | 284,717 | $12.1M | 1.8% | $34.17 | +0.76% | 2 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 38,188 | $11.3M | 1.7% | $253.31 | +4.22% | 2 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 88,491 | $9.9M | 1.5% | $87.90 | +2.82% | 2 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SCOTTSDALE FDS | 75,904 | $9.5M | 1.4% | $55.80 | +1.97% | 2 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 141,728 | $8.1M | 1.2% | $46.99 | +1.57% | 2 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 50,886 | $8M | 1.2% | $36.08 | +4.01% | 2 qtrssince 2019-Q1 | Increased 46 |
ISHARES TR | 88,535 | $7.9M | 1.2% | $75.96 | +3.13% | 2 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SCOTTSDALE FDS | 87,502 | $7.9M | 1.2% | $66.03 | +4.14% | 2 qtrssince 2019-Q1 | Increased 46 |
Waverly Advisors, LLC manages $671.4M across 129 positions as of Q2 2019. Top holdings: PRF (11.1%), VUG (9.9%), VOE (8.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
Added 5 new positions, exited 3, increased 60, trimmed 29. Top move: PRF (INCREASED, conviction 58). Portfolio: $671M across 129 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR