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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
MRVLMarvell Technology Inc
Recent Activity
Exited
0%
$214,408
3,067 shares@ $69.91 avg price
IVALEa Series Trust
Recent Activity
Exited
0%
$212,429
8,521 shares@ $24.94 avg price
VGMInvesco Tr Invt Grade Muns
Recent Activity
Exited
0%
$150,620
14,666 shares@ $10.28 avg price
IIMInvesco Value Mun Income Tr
Recent Activity
Exited
0%
$144,156
11,682 shares@ $12.35 avg price