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
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$3.06M
3
+$2.52M
4
AMAT icon
Applied Materials
AMAT
+$2.38M
5
CAH icon
Cardinal Health
CAH
+$2.38M

Top Sells

1
+$4.28M
2
+$3.89M
3
+$2.36M
4
WBA
Walgreens Boots Alliance
WBA
+$1.67M
5
DFS
Discover Financial Services
DFS
+$1.32M

Sector Composition

1 Technology 19.6%
2 Communication Services 11.91%
3 Consumer Staples 11.19%
4 Industrials 10.45%
5 Healthcare 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.38M 1.73%
+60,010
27
$2.38M 1.72%
+49,315
28
$2.19M 1.59%
55,310
-620
29
$2.11M 1.53%
44,195
+145
30
$2.08M 1.51%
13,125
+35
31
$2.04M 1.48%
10,607
-30
32
$2.03M 1.47%
50,671
-4,804
33
$2.03M 1.47%
96,507
+76
34
$2.01M 1.46%
24,730
+811
35
$1.85M 1.34%
19,631
-315
36
$1.68M 1.22%
26,102
+975
37
$1.67M 1.21%
+60,235
38
$1.42M 1.03%
+10,814
39
$1.41M 1.02%
+19,475
40
$1.38M 1%
24,830
-275
41
$1.38M 1%
14,979
+44
42
$1.36M 0.99%
8,040
43
$1.36M 0.99%
25,226
+16,171
44
$1.3M 0.95%
+22,011
45
$1.2M 0.87%
4,198
-55
46
$1.01M 0.73%
24,300
-93,828
47
$959K 0.7%
13,997
-230
48
$888K 0.64%
10,520
-60
49
$805K 0.58%
19,069
-4,705
50
$764K 0.55%
3,801
1
2
3 4