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
$143M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$2.23M
3
+$523K
4
NUW icon
Nuveen AMT-Free Municipal Value Fund
NUW
+$329K
5
HD icon
Home Depot
HD
+$157K

Top Sells

1
+$1.39M
2
+$1.22M
3
+$1.03M
4
GILD icon
Gilead Sciences
GILD
+$796K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$796K

Sector Composition

1 Technology 22.58%
2 Healthcare 13.55%
3 Communication Services 11.71%
4 Financials 9.26%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.48M 1.73%
87,823
-12,149
27
$2.43M 1.69%
57,202
+1,976
28
$2.43M 1.69%
+11,317
29
$2.31M 1.61%
137,359
30
$2.27M 1.58%
15,791
-40
31
$2.25M 1.57%
149,091
-252
32
$2.21M 1.54%
34,232
-615
33
$2.19M 1.52%
30,565
+360
34
$2.13M 1.49%
12,199
-70
35
$2.12M 1.47%
58,317
-790
36
$2.1M 1.47%
22,494
+75
37
$1.98M 1.38%
14,088
38
$1.95M 1.36%
82,783
-1,265
39
$1.89M 1.32%
39,415
-350
40
$1.82M 1.27%
118,751
+34,000
41
$1.74M 1.21%
24,060
42
$1.64M 1.15%
75,696
-64,023
43
$1.55M 1.08%
22,654
-4,430
44
$1.49M 1.04%
6,815
45
$1.42M 0.99%
10,703
46
$1.38M 0.96%
38,377
+405
47
$1.35M 0.94%
19,576
-3,550
48
$1.24M 0.87%
3,315
+21
49
$1.15M 0.8%
38,080
50
$1.05M 0.73%
7,036
-4,930
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