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
$161M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$824K
2
+$746K
3
+$711K
4
AMZN icon
Amazon
AMZN
+$643K
5
MSFT icon
Microsoft
MSFT
+$556K

Top Sells

1
+$673K
2
+$634K
3
+$612K
4
USB icon
US Bancorp
USB
+$578K
5
VZ icon
Verizon
VZ
+$423K

Sector Composition

1 Technology 24.62%
2 Communication Services 12.84%
3 Consumer Discretionary 11.77%
4 Healthcare 10.59%
5 Financials 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.86M 1.77%
23,445
+871
27
$2.86M 1.77%
72,693
-10,732
28
$2.75M 1.71%
45,134
+13,510
29
$2.65M 1.64%
143,766
+40,542
30
$2.59M 1.6%
97,942
+12,377
31
$2.39M 1.48%
34,025
+400
32
$2.36M 1.46%
17,815
-298
33
$2.35M 1.46%
30,239
-214
34
$2.27M 1.4%
55,725
+12,825
35
$2.22M 1.37%
57,297
-263
36
$2.2M 1.36%
23,601
+290
37
$2.17M 1.34%
8,738
-343
38
$1.93M 1.2%
9,546
39
$1.91M 1.18%
24,607
-45
40
$1.82M 1.13%
23,107
+1,470
41
$1.75M 1.08%
40,618
+240
42
$1.66M 1.03%
35,860
-368
43
$1.57M 0.97%
24,821
+933
44
$1.25M 0.78%
4,052
45
$1.23M 0.76%
14,040
+585
46
$1.23M 0.76%
5,301
-20
47
$1.22M 0.76%
13,150
+1,285
48
$1.02M 0.63%
2,664
49
$1.02M 0.63%
26,008
+2,595
50
$974K 0.6%
8,829
-75
1
2
3 4