33. Waverly Advisors

Rank: 33
Location: Birmingham, AL
Website: www.waverly-advisors.com

ALL ETF Holdings

$11,379,745,311

Total AUM

$3,283,695,094

Total ETF Assets

15,983

Total Accounts

Firm Data Courtesy of RIA Database



Top 5 ETF Holdings
  1. IVV: $392,395,764
  2. VUG: $203,446,332
  3. PRF: $169,020,701
  4. VIG: $140,756,305
  5. VOE: $114,439,565
Top 5 ETF Sectors
  1. Large Cap Growth Equities
  2. Large Cap Blend Equities
  3. Mid Cap Value Equities
  4. Small Cap Blend Equities
  5. Large Cap Value Equities
Top 5 ETF Issuers
  1. iShares
  2. Vanguard
  3. Invesco
  4. American Century
  5. State Street SPDR


Top 20 ETF Holdings

ETF Ownership – By Year

ETF Ownership – By Quarter

Notes:
• ETF data as of March 31, 2024.
• Assets under management are as reported on the firm’s form ADV Part I as of March 31st of any given year.


For details on how firms qualified for this list, please see our Methodology.



https://www.waverly-advisors.com 2024 Top 50 ETF Power Users