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
$123M
AUM Growth
-$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$2.29M
3
+$2.26M
4
IPG icon
Interpublic Group of Companies
IPG
+$1.99M
5
NWL icon
Newell Brands
NWL
+$748K

Top Sells

1
+$3.16M
2
+$2.23M
3
+$2.2M
4
HBI icon
Hanesbrands
HBI
+$1.76M
5
LEG icon
Leggett & Platt
LEG
+$1.68M

Sector Composition

1 Technology 20.03%
2 Consumer Staples 12.96%
3 Industrials 10.35%
4 Healthcare 10.06%
5 Financials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.2M 1.79%
55,475
+392
27
$2.14M 1.74%
72,093
+2,051
28
$2.08M 1.69%
55,930
+2,110
29
$1.99M 1.62%
+96,431
30
$1.83M 1.49%
10,637
-45
31
$1.79M 1.46%
13,090
-135
32
$1.67M 1.36%
24,447
-545
33
$1.6M 1.3%
23,919
-48
34
$1.34M 1.09%
25,127
+5,885
35
$1.32M 1.07%
22,381
-35
36
$1.28M 1.04%
19,946
+580
37
$1.27M 1.03%
25,105
+350
38
$1.26M 1.03%
8,040
+235
39
$1.22M 0.99%
14,935
+1
40
$1.07M 0.87%
4,253
+285
41
$865K 0.7%
12,963
-1,209
42
$851K 0.69%
23,774
-46,836
43
$847K 0.69%
14,227
+30
44
$823K 0.67%
29,207
-79,106
45
$812K 0.66%
10,580
-45
46
$777K 0.63%
3,801
-26
47
$704K 0.57%
57,128
48
$639K 0.52%
51,185
-140,990
49
$592K 0.48%
+9,055
50
$552K 0.45%
9,060
1
2
3