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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
VCSHVanguard Scottsdale Fds
Recent Activity
Decreased -10.21%
0.47%
$25.091M
315,923 shares@ $79.42 avg price
SCHBSchwab Strategic Tr
Recent Activity
Decreased -0.71%
0.46%
$24.874M
373,937 shares@ $66.52 avg price
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
HDHome Depot Inc
Recent Activity
Decreased -1.68%
0.42%
$22.674M
55,957 shares@ $405.2 avg price
EFVIshares Tr
Recent Activity
Decreased -0.2%
0.42%
$22.5M
391,103 shares@ $57.54 avg price
IWDIshares Tr
Recent Activity
Decreased -6.48%
0.42%
$22.287M
117,422 shares@ $189.81 avg price
VUSBVanguard Bd Index Fds
Recent Activity
Decreased -16.64%
0.4%
$21.327M
427,052 shares@ $49.95 avg price