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
$181M
AUM Growth
+$1.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$940K
2
+$691K
3
+$684K
4
DIS icon
Walt Disney
DIS
+$589K
5
T icon
AT&T
T
+$487K

Top Sells

1
+$771K
2
+$432K
3
+$396K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$390K
5
GS icon
Goldman Sachs
GS
+$372K

Sector Composition

1 Technology 23.51%
2 Healthcare 13.1%
3 Communication Services 12.64%
4 Financials 9.44%
5 Consumer Discretionary 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.95M 1.63%
20,767
+4,860
27
$2.84M 1.57%
47,491
+802
28
$2.8M 1.55%
184,369
+1,575
29
$2.79M 1.54%
45,033
-419
30
$2.78M 1.54%
51,461
+12,659
31
$2.77M 1.53%
35,077
+595
32
$2.73M 1.51%
31,700
-181
33
$2.7M 1.49%
19,340
-63
34
$2.7M 1.49%
96,908
-671
35
$2.68M 1.48%
156,473
+1,564
36
$2.62M 1.45%
37,511
-19
37
$2.46M 1.36%
80,948
-12,179
38
$2.38M 1.31%
31,010
+12,250
39
$2.31M 1.27%
113,034
+23,890
40
$2.3M 1.27%
9,522
-1,786
41
$2.29M 1.27%
39,069
+1,260
42
$2.22M 1.23%
14,944
+85
43
$2.19M 1.21%
140,205
+1,477
44
$2.15M 1.18%
24,047
+1,238
45
$2.04M 1.13%
24,045
+1,021
46
$1.99M 1.1%
12,124
+1,340
47
$1.92M 1.06%
44,315
+1,583
48
$1.84M 1.01%
23,212
+590
49
$1.8M 0.99%
53,158
-3,909
50
$1.72M 0.95%
8,790
-215
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