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Markus Sleuwen

@Waverly Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$5.415BTotal holdings805
Assets growth rate6.16%Assets growth rate (2-Q avg)13.12%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Waverly Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 805 positions.

Assets under management

The assets under management (AUM) of Waverly Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 5.415B in assets, with a quarterly growth rate of 6.16% and a 2-quarter average growth rate of 13.12%. The portfolio is managed by Markus Sleuwen, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
EVSDMorgan Stanley Etf Trust
Recent Activity
New Position
0.24%
$12.598M
247,359 shares@ $50.94 avg price
IWYIshares Tr
Recent Activity
New Position
0.02%
$1.074M
4,882 shares@ $220.07 avg price
BABAAlibaba Group Hldg Ltd
Recent Activity
New Position
0.02%
$831,420
7,835 shares@ $106.12 avg price
LHLabcorp Holdings Inc
Recent Activity
New Position
0.02%
$724,526
3,242 shares@ $223.49 avg price
BOXXEa Series Trust
Recent Activity
New Position
0.02%
$654,560
6,009 shares@ $108.93 avg price
ROSTRoss Stores Inc
Recent Activity
New Position
0.02%
$592,112
3,934 shares@ $150.52 avg price
SNPSSynopsys Inc
Recent Activity
New Position
0.01%
$398,636
787 shares@ $506.53 avg price
SMBKSmartfinancial Inc
Recent Activity
New Position
0.01%
$371,739
12,757 shares@ $29.15 avg price
BSCTInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.01%
$364,688
19,388 shares@ $18.81 avg price
SWSmurfit Westrock Plc
Recent Activity
New Position
0.01%
$347,423
7,030 shares@ $49.43 avg price