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
$369M
AUM Growth
-$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$4.04M
2
+$1.26M
3
+$1.25M
4
WM icon
Waste Management
WM
+$1.23M
5
INTC icon
Intel
INTC
+$1.16M

Top Sells

1
+$6.23M
2
+$5.54M
3
+$5.2M
4
IDV icon
iShares International Select Dividend ETF
IDV
+$4.96M
5
VMW
VMware, Inc
VMW
+$3.52M

Sector Composition

1 Technology 25.02%
2 Healthcare 12.72%
3 Communication Services 12.68%
4 Consumer Discretionary 10.1%
5 Financials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.33M 1.71%
29,806
+3,220
27
$6.24M 1.69%
125,786
+3,550
28
$6.24M 1.69%
62,910
-560
29
$6.12M 1.66%
120,100
+4,150
30
$6.11M 1.65%
55,101
+360
31
$5.41M 1.46%
42,774
+640
32
$4.96M 1.34%
54,662
+44,480
33
$4.93M 1.33%
65,560
+3,340
34
$4.75M 1.28%
46,914
-1,346
35
$4.68M 1.27%
57,118
+8,614
36
$4.62M 1.25%
23,634
-32
37
$4.42M 1.2%
77,948
-350
38
$4.42M 1.19%
18,310
-140
39
$4.4M 1.19%
19,416
+94
40
$4.35M 1.18%
49,394
+500
41
$4M 1.08%
42,570
+13,330
42
$3.87M 1.05%
115,116
+4,270
43
$3.83M 1.04%
214,734
+12,061
44
$3.55M 0.96%
15,424
45
$3.33M 0.9%
48,454
46
$3.28M 0.89%
73,956
-22,994
47
$2.94M 0.79%
223,350
-133,110
48
$2.86M 0.77%
8,104
49
$2.84M 0.77%
6,230
+110
50
$2.82M 0.76%
190,984
-114,652
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