WAOTB

Wealth Advisors of Tampa Bay Portfolio holdings

AUM $265M
1-Year Est. Return 22.97%
This Quarter Est. Return
1 Year Est. Return
+22.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
-$7.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$1.16M
3
+$388K
4
OXY icon
Occidental Petroleum
OXY
+$335K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$262K

Top Sells

1
+$3.05M
2
+$1.19M
3
+$275K
4
CSCO icon
Cisco
CSCO
+$268K
5
HEES
H&E Equipment Services
HEES
+$253K

Sector Composition

1 Technology 21.73%
2 Industrials 12.14%
3 Financials 12.14%
4 Healthcare 11.13%
5 Consumer Discretionary 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.52M 1.82%
47,924
+1,986
27
$2.31M 1.67%
21,014
+230
28
$2.31M 1.67%
65,401
+1,670
29
$2.22M 1.61%
50,210
-190
30
$2.13M 1.54%
47,869
-690
31
$1.9M 1.38%
21,675
+1,825
32
$1.88M 1.36%
11,126
+45
33
$1.83M 1.32%
23,093
+56
34
$1.82M 1.32%
24,433
+1,802
35
$1.73M 1.25%
14,900
+245
36
$1.72M 1.24%
37,544
-385
37
$1.59M 1.15%
22,166
-155
38
$1.53M 1.11%
23,477
+535
39
$1.42M 1.03%
13,723
+2,010
40
$1.35M 0.98%
15,141
+635
41
$1.35M 0.97%
23,615
+3,210
42
$1.07M 0.78%
4,035
-454
43
$995K 0.72%
13,499
+935
44
$918K 0.66%
5,152
-585
45
$854K 0.62%
11,927
46
$790K 0.57%
60,776
47
$763K 0.55%
3,827
-250
48
$755K 0.55%
13,635
-55,103
49
$587K 0.42%
8,840
+120
50
$563K 0.41%
14,590
-595
1
2
3