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
$135M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.85M
3
+$981K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$594K
5
TTE icon
TotalEnergies
TTE
+$529K

Top Sells

1
+$186K
2
+$138K
3
+$128K
4
AAPL icon
Apple
AAPL
+$120K
5
PPL icon
PPL Corp
PPL
+$71.9K

Sector Composition

1 Technology 23.56%
2 Healthcare 14.95%
3 Communication Services 12.36%
4 Consumer Staples 8.68%
5 Financials 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.15M 1.6%
137,359
+17,465
27
$2.14M 1.59%
149,343
+16,550
28
$2.14M 1.59%
+10,636
29
$2.11M 1.57%
59,107
-1,165
30
$2.07M 1.54%
34,847
+572
31
$2.06M 1.53%
15,831
+1,287
32
$2.02M 1.5%
14,088
+3,664
33
$1.99M 1.48%
31,507
+4,417
34
$1.98M 1.47%
12,269
-29
35
$1.9M 1.41%
55,226
+1,488
36
$1.85M 1.38%
+22,419
37
$1.74M 1.29%
30,205
+3,542
38
$1.66M 1.23%
11,966
39
$1.58M 1.18%
27,084
-232
40
$1.53M 1.14%
24,060
+15
41
$1.51M 1.12%
39,765
+8,679
42
$1.45M 1.08%
37,972
+6,080
43
$1.4M 1.04%
84,048
-2,257
44
$1.31M 0.98%
38,253
+2,448
45
$1.29M 0.96%
6,815
-1
46
$1.23M 0.91%
84,751
47
$1.19M 0.88%
23,126
-240
48
$1.11M 0.82%
3,294
49
$1.04M 0.77%
22,011
+198
50
$1.03M 0.76%
9,523
+5,500
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