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
$175M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.49M
3
+$427K
4
KHC icon
Kraft Heinz
KHC
+$390K
5
WMT icon
Walmart
WMT
+$362K

Top Sells

1
+$451K
2
+$372K
3
+$113K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$92.6K
5
TTE icon
TotalEnergies
TTE
+$67.7K

Sector Composition

1 Technology 27.45%
2 Communication Services 13.02%
3 Consumer Discretionary 11.82%
4 Healthcare 10.33%
5 Financials 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.06M 1.75%
78,587
+5,894
27
$3.02M 1.73%
25,101
+1,656
28
$3.02M 1.73%
80,664
+389
29
$3.01M 1.72%
30,721
-388
30
$2.9M 1.66%
80,354
+3,465
31
$2.85M 1.63%
53,079
+7,945
32
$2.8M 1.6%
33,406
-619
33
$2.56M 1.46%
31,719
+1,480
34
$2.54M 1.46%
65,808
+10,083
35
$2.17M 1.24%
57,898
+601
36
$1.97M 1.13%
24,417
-190
37
$1.95M 1.12%
23,292
+185
38
$1.95M 1.11%
+56,275
39
$1.94M 1.11%
8,488
-250
40
$1.94M 1.11%
26,047
+2,446
41
$1.88M 1.08%
9,540
-6
42
$1.73M 0.99%
34,611
-1,249
43
$1.5M 0.86%
25,981
+1,160
44
$1.49M 0.85%
+19,670
45
$1.36M 0.78%
14,040
46
$1.31M 0.75%
13,600
+450
47
$1.27M 0.73%
3,482
+897
48
$1.18M 0.68%
5,236
-65
49
$1.16M 0.66%
3,752
-300
50
$1.03M 0.59%
2,504
-160
1
2
3 4