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
$146M
AUM Growth
-$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M

Top Sells

1
+$7.34M
2
+$6.58M
3
+$6.03M
4
WM icon
Waste Management
WM
+$5.98M
5
MSFT icon
Microsoft
MSFT
+$4.7M

Sector Composition

1 Technology 24.61%
2 Communication Services 13.73%
3 Consumer Discretionary 11.29%
4 Healthcare 11.17%
5 Financials 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.6M 1.78%
31,714
-30,776
27
$2.5M 1.71%
64,868
-62,838
28
$2.46M 1.69%
30,453
-25,333
29
$2.22M 1.52%
23,311
-23,469
30
$2.21M 1.51%
85,565
-81,339
31
$2.19M 1.5%
34,662
-22,770
32
$2.13M 1.46%
31,624
-30,604
33
$2.05M 1.41%
33,625
-35,625
34
$1.93M 1.32%
9,081
-9,171
35
$1.88M 1.29%
57,560
-58,296
36
$1.76M 1.21%
40,378
-37,760
37
$1.68M 1.15%
9,546
-9,835
38
$1.68M 1.15%
24,652
-24,652
39
$1.58M 1.09%
103,224
-77,630
40
$1.47M 1.01%
23,888
-24,200
41
$1.47M 1.01%
21,637
-21,203
42
$1.43M 0.98%
+42,900
43
$1.4M 0.96%
36,228
-37,728
44
$1.26M 0.86%
13,455
-7,655
45
$1.22M 0.84%
5,321
-5,469
46
$1.1M 0.75%
11,641
-12,081
47
$1.09M 0.75%
11,865
-10,035
48
$1.08M 0.74%
4,052
-4,052
49
$1.04M 0.71%
3,765
-3,965
50
$955K 0.65%
2,664
-2,664
1
2
3 4