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Waverly Advisors, LLC
600 UNIVERSITY PARK PLACE SUITE 501, BIRMINGHAM, AL 35209 • 205-871-3334
Market Value
$0
Holdings
0
New Purchases
0
Added To
0
Closed
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Reduced
0
Top 10 Concentration
0%
Turnover
0%
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 71.4% |
| Technology | 9.3% |
| Healthcare | 3.9% |
| Industrials | 3.2% |
| Consumer Cyclical | 3.0% |
Portfolio Analytics
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# Stocks
0
# ETFs / Funds
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