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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
SNOWSnowflake Inc
Recent Activity
Exited
0%
$1.132M
8,381 shares@ $135.09 avg price
ARKKArk Etf Tr
Recent Activity
Exited
0%
$799,319
18,187 shares@ $43.96 avg price
LHLaboratory Corp Amer Hldgs
Recent Activity
Exited
0%
$661,980
3,253 shares@ $203.5 avg price
FERGFerguson Plc New
Recent Activity
Exited
0%
$467,084
2,412 shares@ $193.66 avg price
G162⤦Brookfield Reins Ltd
Recent Activity
Exited
0%
$418,100
10,000 shares@ $41.81 avg price
WRKWestrock Co
Recent Activity
Exited
0%
$379,463
7,550 shares@ $50.26 avg price
SLBSchlumberger Ltd
Recent Activity
Exited
0%
$327,427
6,940 shares@ $47.18 avg price
TXTTextron Inc
Recent Activity
Exited
0%
$316,995
3,692 shares@ $85.86 avg price
IYHIshares Tr
Recent Activity
Exited
0%
$316,951
5,173 shares@ $61.28 avg price
TMUST-mobile Us Inc
Recent Activity
Exited
0%
$309,030
1,754 shares@ $176.19 avg price