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
$121M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$156K
2
+$19.7K
3
+$4.22K
4
MCHP icon
Microchip Technology
MCHP
+$2.32K

Top Sells

1
+$3.48M
2
+$2.68M
3
+$1.61M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.21M
5
CL icon
Colgate-Palmolive
CL
+$966K

Sector Composition

1 Technology 16.51%
2 Healthcare 12.5%
3 Communication Services 12.42%
4 Industrials 10.79%
5 Financials 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.09M 1.74%
145,365
-22,592
27
$2.05M 1.7%
23,851
-240
28
$2M 1.66%
48,464
-6,356
29
$2M 1.66%
42,285
-6,200
30
$1.84M 1.53%
59,896
+641
31
$1.84M 1.53%
85,252
-9,662
32
$1.83M 1.52%
16,385
-14,410
33
$1.77M 1.47%
12,298
-395
34
$1.77M 1.47%
20,440
-1,620
35
$1.73M 1.44%
27,448
-2,638
36
$1.67M 1.38%
11,222
-30
37
$1.62M 1.34%
42,325
-7,115
38
$1.6M 1.33%
23,206
-670
39
$1.45M 1.2%
7,910
-525
40
$1.35M 1.12%
23,195
-1,550
41
$1.27M 1.05%
14,080
-539
42
$1.17M 0.97%
19,455
+70
43
$1.12M 0.93%
24,140
+50
44
$1.09M 0.91%
20,500
-656
45
$1.08M 0.89%
3,605
46
$907K 0.75%
8,860
47
$853K 0.71%
9,695
-360
48
$835K 0.69%
8,410
-1,241
49
$818K 0.68%
57,128
50
$771K 0.64%
26,147
-85
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