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
$363M
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$9.96M
2
+$8.5M
3
+$6.74M
4
AVGO icon
Broadcom
AVGO
+$6.62M
5
WMT icon
Walmart
WMT
+$5.73M

Top Sells

1
+$1.29M
2
+$346K

Sector Composition

1 Technology 26.34%
2 Communication Services 12.6%
3 Consumer Discretionary 11.89%
4 Healthcare 9.77%
5 Financials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.84M 1.61%
109,818
+55,971
27
$5.82M 1.6%
176,028
+87,634
28
$5.62M 1.55%
173,550
+91,023
29
$5.61M 1.54%
373,408
+209,791
30
$5.53M 1.52%
162,328
+81,934
31
$5.28M 1.45%
67,430
+40,149
32
$5.27M 1.45%
50,070
+31,815
33
$5.09M 1.4%
65,226
+32,513
34
$5.06M 1.39%
64,580
+33,026
35
$4.96M 1.37%
147,556
+79,393
36
$4.61M 1.27%
207,464
+109,277
37
$4.53M 1.25%
62,912
+32,376
38
$3.86M 1.06%
49,084
+24,667
39
$3.79M 1.04%
54,244
+27,182
40
$3.77M 1.04%
17,056
+8,553
41
$3.66M 1.01%
46,580
+23,363
42
$3.45M 0.95%
125,946
+67,923
43
$3.16M 0.87%
15,716
+6,447
44
$2.95M 0.81%
28,650
+14,325
45
$2.87M 0.79%
55,342
+27,721
46
$2.82M 0.78%
48,300
+26,865
47
$2.73M 0.75%
28,110
+14,055
48
$2.63M 0.72%
7,504
+3,752
49
$2.61M 0.72%
91,310
+55,588
50
$2.46M 0.68%
26,360
+19,185
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