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
$109M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$526K
3
+$185K
4
CRM icon
Salesforce
CRM
+$102K
5
AAPL icon
Apple
AAPL
+$79.3K

Top Sells

1
+$3.28M
2
+$2.57M
3
+$2.4M
4
CAH icon
Cardinal Health
CAH
+$2M
5
NWL icon
Newell Brands
NWL
+$1.89M

Sector Composition

1 Technology 18.97%
2 Communication Services 14.51%
3 Healthcare 13.37%
4 Financials 10.08%
5 Industrials 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.01M 1.85%
48,284
-180
27
$1.95M 1.8%
84,487
-765
28
$1.93M 1.77%
11,851
+629
29
$1.93M 1.77%
16,205
-180
30
$1.89M 1.74%
20,440
31
$1.79M 1.65%
12,298
32
$1.69M 1.56%
+30,034
33
$1.42M 1.3%
23,045
-150
34
$1.26M 1.16%
24,046
-94
35
$1.19M 1.09%
20,210
-290
36
$1.13M 1.04%
12,027
-2,053
37
$1.11M 1.02%
3,425
-180
38
$1.01M 0.93%
64,865
-80,500
39
$987K 0.91%
8,860
40
$948K 0.87%
9,325
-370
41
$822K 0.76%
3,627
42
$822K 0.76%
57,128
43
$819K 0.75%
20,585
44
$695K 0.64%
3,940
-3,970
45
$653K 0.6%
16,172
+4,575
46
$645K 0.59%
10,394
-9,061
47
$614K 0.57%
9,060
48
$584K 0.54%
3,000
49
$527K 0.49%
13,485
-28,840
50
$497K 0.46%
4,267
-40
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