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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
MINTPimco Etf Tr
Recent Activity
Increased 2.8%
0.45%
$23.989M
238,248 shares@ $100.7 avg price
HDVIshares Tr
Recent Activity
Increased 11.32%
0.45%
$23.933M
203,481 shares@ $117.63 avg price
ACNAccenture Plc Ireland
Recent Activity
Increased 14.06%
0.45%
$23.923M
67,679 shares@ $353.48 avg price
SPYVSpdr Ser Tr
Recent Activity
Increased 3.44%
0.44%
$23.323M
441,216 shares@ $52.86 avg price
PGProcter And Gamble Co
Recent Activity
Increased 11.08%
0.35%
$18.855M
108,860 shares@ $173.21 avg price
JPIEJ P Morgan Exchange Traded F
Recent Activity
Increased 17.19%
0.35%
$18.508M
398,975 shares@ $46.4 avg price
IVEIshares Tr
Recent Activity
Increased 6.82%
0.34%
$18.201M
92,311 shares@ $197.17 avg price
VDCVanguard World Fd
Recent Activity
Increased 3.3%
0.34%
$17.967M
82,234 shares@ $218.49 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 1.94%
0.34%
$17.889M
171,710 shares@ $104.18 avg price
SPSBSpdr Ser Tr
Recent Activity
Increased 0.07%
0.31%
$16.51M
545,248 shares@ $30.29 avg price