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
$131M
AUM Growth
-$7.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$1.47M
3
+$1.24M
4
PPL icon
PPL Corp
PPL
+$884K
5
MCHP icon
Microchip Technology
MCHP
+$487K

Top Sells

1
+$5.38M
2
+$4.24M
3
+$4.21M
4
CA
CA, Inc.
CA
+$3.31M
5
LOW icon
Lowe's Companies
LOW
+$1.9M

Sector Composition

1 Technology 22.81%
2 Financials 13.67%
3 Industrials 12.58%
4 Healthcare 8.76%
5 Consumer Discretionary 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.29M 1.75%
21,834
+820
27
$2.13M 1.63%
15,145
+245
28
$2.09M 1.59%
11,251
+125
29
$2.07M 1.58%
25,327
+894
30
$2.06M 1.57%
47,077
-792
31
$1.85M 1.42%
23,514
+421
32
$1.69M 1.29%
37,544
33
$1.59M 1.21%
22,286
+120
34
$1.52M 1.16%
24,867
+1,390
35
$1.47M 1.12%
+17,982
36
$1.45M 1.11%
18,281
+3,140
37
$1.38M 1.05%
14,594
+871
38
$1.38M 1.05%
23,820
+205
39
$1.24M 0.95%
+69,355
40
$1.09M 0.83%
3,968
-67
41
$1M 0.76%
14,172
+673
42
$1M 0.76%
5,152
43
$859K 0.66%
13,317
+1,390
44
$793K 0.61%
60,776
45
$766K 0.58%
13,635
46
$720K 0.55%
3,827
47
$659K 0.5%
14,590
48
$646K 0.49%
8,840
49
$555K 0.42%
9,060
50
$493K 0.38%
26,677
-3,180
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