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
$182M
AUM Growth
+$7.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$2.28M
3
+$1.9M
4
WBA
Walgreens Boots Alliance
WBA
+$1.19M
5
DXCM icon
DexCom
DXCM
+$922K

Top Sells

1
+$3.56M
2
+$2.81M
3
+$1.73M
4
AVGO icon
Broadcom
AVGO
+$1.44M
5
AAPL icon
Apple
AAPL
+$447K

Sector Composition

1 Technology 27.54%
2 Communication Services 12.73%
3 Consumer Discretionary 12.58%
4 Healthcare 10.02%
5 Industrials 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.07M 1.68%
82,527
+3,940
27
$3.03M 1.66%
80,394
-270
28
$2.99M 1.64%
30,536
-185
29
$2.93M 1.61%
32,713
-693
30
$2.92M 1.6%
88,394
+8,040
31
$2.8M 1.53%
98,187
+41,912
32
$2.78M 1.52%
31,554
-165
33
$2.61M 1.43%
163,617
+3,750
34
$2.42M 1.33%
68,163
+2,355
35
$2.28M 1.25%
+27,281
36
$2.02M 1.11%
24,417
37
$1.96M 1.07%
58,023
+125
38
$1.92M 1.05%
9,269
-271
39
$1.9M 1.04%
+18,255
40
$1.9M 1.04%
23,217
-75
41
$1.87M 1.03%
27,062
+1,015
42
$1.83M 1%
8,503
+15
43
$1.57M 0.86%
14,325
+285
44
$1.54M 0.84%
14,055
+455
45
$1.43M 0.78%
21,435
+1,765
46
$1.42M 0.78%
27,621
+1,640
47
$1.29M 0.71%
5,235
-1
48
$1.28M 0.7%
3,752
49
$1.12M 0.61%
2,504
50
$1.11M 0.61%
1,971
1
2
3 4