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
$120M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$2.08M
3
+$2.05M
4
NVG icon
Nuveen AMT-Free Municipal Credit Income Fund
NVG
+$1.48M
5
GLW icon
Corning
GLW
+$1.31M

Top Sells

1
+$427K
2
+$378K
3
+$233K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$149K
5
INTC icon
Intel
INTC
+$129K

Sector Composition

1 Technology 23.86%
2 Healthcare 15.81%
3 Communication Services 13.31%
4 Consumer Staples 9.28%
5 Industrials 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.08M 1.73%
53,738
+10,010
27
$2.08M 1.73%
+40,019
28
$2.05M 1.71%
60,156
+2,143
29
$2.05M 1.71%
+34,275
30
$1.92M 1.6%
14,544
31
$1.85M 1.54%
132,793
+77,505
32
$1.83M 1.53%
119,894
+96,725
33
$1.79M 1.49%
11,966
+3,686
34
$1.77M 1.48%
27,316
-280
35
$1.75M 1.46%
12,298
36
$1.64M 1.37%
26,663
+2,985
37
$1.61M 1.35%
10,424
+115
38
$1.6M 1.34%
35,805
+878
39
$1.48M 1.24%
86,305
+1,818
40
$1.35M 1.13%
24,045
41
$1.23M 1.03%
23,366
-280
42
$1.19M 0.99%
6,816
+40
43
$1.19M 0.99%
84,751
+59,300
44
$1.17M 0.97%
31,086
+1,052
45
$1.12M 0.93%
+31,892
46
$1.11M 0.93%
21,813
+160
47
$1.02M 0.85%
3,294
48
$929K 0.77%
22,157
49
$782K 0.65%
12,847
+820
50
$653K 0.54%
5,900
1
2
3