WAOTB

Wealth Advisors of Tampa Bay Portfolio holdings

AUM $300M
1-Year Est. Return 22.98%
This Quarter Est. Return
1 Year Est. Return
+22.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
-$69K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$2.69M
3
+$1.06M
4
PSX icon
Phillips 66
PSX
+$829K
5
ENB icon
Enbridge
ENB
+$743K

Top Sells

1
+$3.09M
2
+$1.56M
3
+$1.47M
4
PG icon
Procter & Gamble
PG
+$1.23M
5
CELG
Celgene Corp
CELG
+$922K

Sector Composition

1 Technology 18.57%
2 Healthcare 11.39%
3 Communication Services 11.36%
4 Consumer Staples 10.46%
5 Industrials 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.57M 1.87%
167,957
-563
27
$2.42M 1.75%
53,260
+9,065
28
$2.28M 1.66%
48,485
-830
29
$2.2M 1.6%
10,582
-25
30
$2.15M 1.56%
54,820
-490
31
$2.14M 1.56%
94,914
-1,593
32
$2.09M 1.52%
22,060
-15,500
33
$2.06M 1.5%
49,440
-1,231
34
$1.97M 1.43%
24,091
-639
35
$1.89M 1.37%
12,693
+1,879
36
$1.71M 1.24%
11,252
-1,873
37
$1.64M 1.19%
30,086
+4,860
38
$1.57M 1.14%
59,255
-980
39
$1.53M 1.11%
8,435
+395
40
$1.5M 1.09%
23,876
+1,865
41
$1.48M 1.07%
14,619
-360
42
$1.45M 1.05%
24,745
-85
43
$1.45M 1.05%
26,232
+130
44
$1.23M 0.89%
19,385
-90
45
$1.06M 0.77%
3,605
-593
46
$1.06M 0.77%
+21,156
47
$1.04M 0.76%
24,090
-210
48
$966K 0.7%
13,483
-514
49
$917K 0.67%
10,055
-465
50
$892K 0.65%
9,651
-9,980
1
2
3