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
$89.2M
AUM Growth
-$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.53M
3
+$1.47M
4
EA icon
Electronic Arts
EA
+$1.46M
5
VMW
VMware, Inc
VMW
+$1.25M

Top Sells

1
+$3.51M
2
+$2.21M
3
+$2.01M
4
ULST icon
SPDR SSGA Ultra Short Term Bond ETF
ULST
+$653K
5
HSBC icon
HSBC
HSBC
+$527K

Sector Composition

1 Technology 22.75%
2 Healthcare 16.16%
3 Communication Services 15.34%
4 Consumer Staples 8.53%
5 Industrials 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.47M 1.65%
+43,728
27
$1.46M 1.63%
+14,544
28
$1.46M 1.63%
16,246
+41
29
$1.41M 1.58%
23,678
-173
30
$1.37M 1.53%
84,487
31
$1.33M 1.5%
12,298
32
$1.33M 1.49%
34,927
+2,847
33
$1.25M 1.4%
+10,309
34
$1.1M 1.23%
8,280
+4,340
35
$1.08M 1.21%
24,045
+1,000
36
$1.03M 1.15%
21,653
+1,443
37
$971K 1.09%
+6,776
38
$926K 1.04%
30,034
39
$851K 0.95%
3,294
-131
40
$826K 0.93%
+22,157
41
$802K 0.9%
23,646
-400
42
$749K 0.84%
55,288
-1,840
43
$663K 0.74%
3,627
44
$655K 0.73%
+5,900
45
$627K 0.7%
12,027
46
$608K 0.68%
20,898
+313
47
$508K 0.57%
4,310
+43
48
$495K 0.55%
10,662
+268
49
$475K 0.53%
8,860
50
$460K 0.52%
3,000
1
2
3