WAOTB

Wealth Advisors of Tampa Bay Portfolio holdings

AUM $300M
1-Year Est. Return 22.98%
This Quarter Est. Return
1 Year Est. Return
+22.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$4.92M
3
+$4.74M
4
OXY icon
Occidental Petroleum
OXY
+$4.73M
5
JNJ icon
Johnson & Johnson
JNJ
+$4.68M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.92%
2 Industrials 12.75%
3 Financials 12.43%
4 Healthcare 11.62%
5 Consumer Discretionary 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.5M 1.71%
+50,400
27
$2.49M 1.71%
+63,731
28
$2.49M 1.7%
+20,784
29
$2.41M 1.65%
+38,640
30
$2.29M 1.57%
+48,559
31
$2.05M 1.4%
+11,081
32
$1.97M 1.35%
+22,631
33
$1.92M 1.32%
+23,037
34
$1.86M 1.28%
+19,850
35
$1.86M 1.27%
+37,929
36
$1.73M 1.19%
+22,321
37
$1.7M 1.16%
+22,942
38
$1.6M 1.1%
+14,655
39
$1.51M 1.04%
+14,506
40
$1.38M 0.95%
+11,713
41
$1.28M 0.88%
+20,405
42
$1.24M 0.85%
+4,489
43
$1.19M 0.81%
+38,115
44
$1.1M 0.76%
+5,737
45
$933K 0.64%
+12,564
46
$901K 0.62%
+11,927
47
$838K 0.57%
+60,776
48
$827K 0.57%
+4,077
49
$659K 0.45%
+9,060
50
$624K 0.43%
+15,185
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