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
$143M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$3.09M
3
+$2.43M
4
XOM icon
Exxon Mobil
XOM
+$2.05M
5
GD icon
General Dynamics
GD
+$1.59M

Top Sells

1
+$4.29M
2
+$3.07M
3
+$1.69M
4
QCOM icon
Qualcomm
QCOM
+$766K
5
BCC icon
Boise Cascade
BCC
+$659K

Sector Composition

1 Technology 19.9%
2 Financials 14.11%
3 Industrials 12.99%
4 Consumer Staples 10.96%
5 Consumer Discretionary 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.46M 1.72%
70,042
+586
27
$2.43M 1.71%
+56,530
28
$2.42M 1.7%
21,314
-520
29
$2.3M 1.61%
55,083
+8,006
30
$2.21M 1.55%
10,682
+5,530
31
$2.2M 1.55%
10,886
-365
32
$2.11M 1.48%
23,967
+453
33
$2.1M 1.47%
13,225
-1,920
34
$1.82M 1.28%
24,992
+125
35
$1.8M 1.26%
19,242
+1,260
36
$1.73M 1.21%
19,366
+1,085
37
$1.71M 1.2%
22,416
+130
38
$1.59M 1.12%
+7,805
39
$1.52M 1.06%
14,934
+340
40
$1.44M 1.01%
24,755
+935
41
$1.38M 0.97%
79,970
+10,615
42
$1.16M 0.82%
3,968
43
$1.07M 0.75%
+10,625
44
$1.03M 0.72%
14,172
45
$952K 0.67%
14,197
+880
46
$819K 0.57%
3,827
47
$722K 0.51%
57,128
-3,648
48
$624K 0.44%
9,060
49
$507K 0.36%
6,725
-2,115
50
$484K 0.34%
4,372
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