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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
SCHDSchwab Strategic Tr
Recent Activity
Increased 4.86%
0.73%
$39.35M
465,514 shares@ $84.54 avg price
SGOVIshares Tr
Recent Activity
Increased 12.71%
0.65%
$34.789M
345,403 shares@ $100.72 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Increased 7.5%
0.62%
$33.141M
395,715 shares@ $83.76 avg price
IVWIshares Tr
Recent Activity
Increased 0.82%
0.59%
$31.494M
328,918 shares@ $95.75 avg price
SPYGSpdr Ser Tr
Recent Activity
Increased 1.58%
0.55%
$29.693M
358,007 shares@ $82.95 avg price
ECLEcolab Inc
Recent Activity
Increased 0.73%
0.55%
$29.542M
115,700 shares@ $255.33 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 6.15%
0.51%
$27.593M
148,087 shares@ $186.33 avg price
IWMIshares Tr
Recent Activity
Increased 2.22%
0.5%
$26.702M
120,884 shares@ $220.89 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 5%
0.49%
$26.119M
123,869 shares@ $210.86 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 6.85%
0.49%
$26.047M
157,051 shares@ $165.86 avg price