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
$324M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.7M
3
+$1.64M
4
COF icon
Capital One
COF
+$1.28M
5
CRM icon
Salesforce
CRM
+$962K

Top Sells

1
+$2.22M
2
+$2.18M
3
+$2.06M
4
NVG icon
Nuveen AMT-Free Municipal Credit Income Fund
NVG
+$1.96M
5
STZ icon
Constellation Brands
STZ
+$1.08M

Sector Composition

1 Technology 24.1%
2 Communication Services 14.07%
3 Healthcare 13.18%
4 Consumer Discretionary 9.72%
5 Financials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.88M 1.82%
35,636
+5,830
27
$5.46M 1.69%
44,874
+2,100
28
$5.4M 1.67%
50,860
+6,940
29
$5.33M 1.64%
127,706
+1,920
30
$5.12M 1.58%
106,940
+7,710
31
$5.09M 1.57%
62,228
+5,110
32
$5.01M 1.55%
55,786
+685
33
$4.33M 1.34%
46,780
-134
34
$4.04M 1.25%
18,252
-58
35
$4.02M 1.24%
69,250
+3,690
36
$3.97M 1.22%
115,856
+740
37
$3.9M 1.2%
19,381
-35
38
$3.79M 1.17%
180,854
-33,880
39
$3.74M 1.16%
57,432
+2,770
40
$3.71M 1.14%
78,138
+190
41
$3.63M 1.12%
49,304
-90
42
$3.18M 0.98%
48,088
-366
43
$3.17M 0.98%
42,840
+270
44
$2.83M 0.87%
7,730
+1,500
45
$2.76M 0.85%
73,956
46
$2.52M 0.78%
10,790
-4,634
47
$2.28M 0.7%
21,900
+12,300
48
$2.24M 0.69%
23,722
+7,600
49
$2.22M 0.69%
45,120
-1,600
50
$2.21M 0.68%
8,104
1
2
3 4 5