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
$180M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$736K
3
+$672K
4
NOW icon
ServiceNow
NOW
+$580K
5
GILD icon
Gilead Sciences
GILD
+$509K

Top Sells

1
+$2.35M
2
+$626K
3
+$465K
4
GSK icon
GSK
GSK
+$399K
5
WM icon
Waste Management
WM
+$327K

Sector Composition

1 Technology 23.71%
2 Healthcare 13.53%
3 Communication Services 11.58%
4 Financials 9.6%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.87M 1.6%
182,794
+2,824
27
$2.86M 1.59%
12,376
-5
28
$2.85M 1.58%
46,689
-835
29
$2.77M 1.54%
154,909
30
$2.75M 1.53%
45,452
+565
31
$2.73M 1.52%
97,579
+4,923
32
$2.72M 1.51%
31,881
-497
33
$2.68M 1.49%
11,308
-146
34
$2.62M 1.46%
19,403
+100
35
$2.58M 1.44%
37,530
+7,387
36
$2.54M 1.42%
34,482
+100
37
$2.38M 1.32%
14,859
+340
38
$2.29M 1.27%
15,907
-239
39
$2.22M 1.24%
138,728
+3,265
40
$2.17M 1.21%
38,802
+13,128
41
$2.16M 1.2%
22,809
+315
42
$2.1M 1.17%
37,809
-1,236
43
$2.08M 1.16%
57,067
-500
44
$1.94M 1.08%
89,144
+1,722
45
$1.92M 1.07%
23,024
-84
46
$1.86M 1.04%
22,622
-535
47
$1.83M 1.02%
42,732
+1,798
48
$1.76M 0.98%
10,784
+181
49
$1.75M 0.97%
2,980
+170
50
$1.7M 0.94%
9,005
+2,200
1
2
3 4