WAWaverly Advisors, LLC
Institutional investor · Portfolio as of Q4 2019
Top Holdings140 positions
INVESCO EXCHANGE TRADED FD T | 676,033 | $86.8M | 11.4% | $19.69 | +13.19% | 4 qtrssince 2019-Q1 | Increased 59 |
VANGUARD INDEX FDS | 417,011 | $81.7M | 10.7% | $24.92 | +17.09% | 4 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 547,199 | $66.1M | 8.7% | $91.49 | +11.82% | 4 qtrssince 2019-Q1 | Increased 58 |
VANGUARD INDEX FDS | 325,448 | $54M | 7.1% | $135.92 | +11.78% | 4 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SCOTTSDALE FDS | 322,493 | $49.4M | 6.5% | $116.97 | +15.13% | 4 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD TAX-MANAGED INTL FD | 1.1M | $48.3M | 6.4% | $32.96 | +10.09% | 4 qtrssince 2019-Q1 | Increased 60 |
INVESCO EXCH TRADED FD TR II | 1.4M | $30.2M | 4.0% | $15.46 | +7.39% | 4 qtrssince 2019-Q1 | Increased 55 |
INVESCO EXCHANGE TRADED FD T | 219,192 | $29.7M | 3.9% | $23.26 | +8.32% | 4 qtrssince 2019-Q1 | Increased 53 |
ISHARES TR | 203,646 | $28.1M | 3.7% | $105.95 | +12.81% | 4 qtrssince 2019-Q1 | Decreased 0 |
SPDR SER TR | 662,471 | $19.7M | 2.6% | $22.82 | +4.44% | 4 qtrssince 2019-Q1 | Increased 53 |
VANGUARD INDEX FDS | 126,794 | $15.3M | 2.0% | $90.48 | +12.25% | 4 qtrssince 2019-Q1 | Increased 51 |
ISHARES TR | 65,181 | $12.7M | 1.7% | $150.90 | +14.73% | 4 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 36,589 | $12.3M | 1.6% | $253.31 | +15.59% | 4 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD FTSE EMERGING MARKE | 279,466 | $12.2M | 1.6% | $34.16 | +8.08% | 4 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 89,980 | $10.2M | 1.3% | $88.20 | +5.01% | 4 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SCOTTSDALE FDS | 75,479 | $10.1M | 1.3% | $55.80 | +9.66% | 4 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SCOTTSDALE FDS | 102,457 | $9.5M | 1.2% | $66.74 | +6.83% | 4 qtrssince 2019-Q1 | Increased 47 |
ISHARES TR | 149,027 | $9.2M | 1.2% | $47.18 | +11.41% | 4 qtrssince 2019-Q1 | Increased 45 |
ISHARES TR | 47,547 | $8.9M | 1.2% | $36.08 | +16.91% | 4 qtrssince 2019-Q1 | Decreased 0 |
ISHARES RUSSELL 2000 ETF | 52,347 | $8.7M | 1.1% | $139.45 | +9.41% | 4 qtrssince 2019-Q1 | Decreased 0 |
Waverly Advisors, LLC manages $761.1M across 140 positions as of Q4 2019. Top holdings: PRF (11.4%), VUG (10.7%), VOE (8.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 8 new positions, 1 exits, 26 increased. Top move: VEA (INCREASED, conviction 60). Portfolio: $761M across 140 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