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
$408M
AUM Growth
+$227M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$9.13M
2
+$7.02M
3
+$6.47M
4
AVGO icon
Broadcom
AVGO
+$6.2M
5
PFE icon
Pfizer
PFE
+$5.24M

Top Sells

1
+$2.77M
2
+$531K

Sector Composition

1 Technology 24.06%
2 Healthcare 13.17%
3 Communication Services 11.42%
4 Financials 9.14%
5 Consumer Discretionary 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.33M 1.55%
38,664
+19,324
27
$6.28M 1.54%
91,578
+46,545
28
$6.23M 1.53%
92,498
+45,007
29
$6.03M 1.48%
200,676
+103,768
30
$6.03M 1.48%
115,950
+64,489
31
$5.66M 1.39%
54,741
+29,267
32
$5.56M 1.36%
356,460
+172,091
33
$5.56M 1.36%
42,134
+21,367
34
$5.54M 1.36%
76,354
+38,843
35
$5.48M 1.34%
305,636
+149,163
36
$5.46M 1.34%
63,470
+31,770
37
$5.42M 1.33%
62,220
+31,210
38
$5.22M 1.28%
19,322
+9,800
39
$5.09M 1.25%
163,158
+82,210
40
$4.98M 1.22%
48,260
+24,215
41
$4.94M 1.21%
48,504
+24,457
42
$4.58M 1.12%
78,298
+39,229
43
$4.43M 1.09%
48,894
+25,682
44
$4.32M 1.06%
267,826
+127,621
45
$4.28M 1.05%
23,666
+11,542
46
$4.12M 1.01%
96,950
+52,635
47
$3.87M 0.95%
15,424
+7,712
48
$3.85M 0.94%
18,450
+9,660
49
$3.79M 0.93%
110,846
+57,688
50
$3.77M 0.92%
202,673
+89,639
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