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
$169M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.49M
3
+$1.34M
4
AVGO icon
Broadcom
AVGO
+$1.26M
5
BCE icon
BCE
BCE
+$1.03M

Top Sells

1
+$597K
2
+$314K
3
+$312K
4
LH icon
Labcorp
LH
+$163K
5
ETB
Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
+$85.6K

Sector Composition

1 Technology 22.31%
2 Healthcare 13.48%
3 Communication Services 12.46%
4 Financials 9.79%
5 Consumer Discretionary 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.77M 1.64%
12,381
+1,064
27
$2.67M 1.58%
92,656
+4,833
28
$2.67M 1.58%
179,970
+30,879
29
$2.62M 1.55%
154,909
+17,550
30
$2.61M 1.55%
19,303
+1,276
31
$2.56M 1.51%
34,382
+150
32
$2.51M 1.48%
11,454
-745
33
$2.5M 1.48%
32,378
+1,813
34
$2.35M 1.39%
80,389
-2,394
35
$2.28M 1.35%
39,045
-370
36
$2.19M 1.29%
16,146
+355
37
$2.18M 1.29%
14,519
+431
38
$2.17M 1.28%
57,567
-750
39
$2.16M 1.28%
22,494
40
$2.11M 1.25%
+53,395
41
$2.05M 1.21%
135,463
+16,712
42
$2M 1.18%
87,422
+11,726
43
$1.95M 1.15%
30,143
+12,296
44
$1.82M 1.08%
10,603
-100
45
$1.82M 1.08%
23,157
-903
46
$1.74M 1.03%
23,108
+454
47
$1.67M 0.99%
38,380
+300
48
$1.67M 0.98%
35,920
+27,110
49
$1.58M 0.94%
40,934
+2,557
50
$1.58M 0.93%
6,916
+101
1
2
3 4