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
$199M
AUM Growth
-$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$392K
3
+$387K
4
DPG
Duff & Phelps Utility and Infrastructure Fund
DPG
+$293K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$269K

Top Sells

1
+$9.61M
2
+$9.5M
3
+$8.37M
4
WM icon
Waste Management
WM
+$6.41M
5
WMT icon
Walmart
WMT
+$5.77M

Sector Composition

1 Technology 28.07%
2 Consumer Discretionary 11.98%
3 Communication Services 11.58%
4 Healthcare 9.01%
5 Industrials 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.2M 1.61%
84,914
-88,636
27
$3.19M 1.6%
62,167
-66,151
28
$3.19M 1.6%
55,333
-54,485
29
$3.09M 1.55%
77,046
-85,282
30
$2.95M 1.48%
32,763
-32,463
31
$2.75M 1.38%
163,700
-209,708
32
$2.7M 1.36%
93,752
-94,008
33
$2.69M 1.35%
32,694
-31,886
34
$2.68M 1.35%
31,851
-31,061
35
$2.52M 1.27%
68,213
-79,343
36
$2.41M 1.21%
92,407
-115,057
37
$2.38M 1.19%
46,533
-59,107
38
$2.26M 1.14%
8,703
-8,353
39
$2.18M 1.09%
25,445
-23,639
40
$2.17M 1.09%
14,320
-14,330
41
$2.14M 1.08%
27,132
-27,112
42
$2.02M 1.02%
23,181
-23,399
43
$1.98M 0.99%
68,988
-56,958
44
$1.85M 0.93%
8,133
-7,583
45
$1.81M 0.91%
13,783
-14,327
46
$1.78M 0.89%
14,315
-12,045
47
$1.74M 0.87%
+20,869
48
$1.44M 0.72%
28,710
-26,632
49
$1.38M 0.7%
2,707
-2,807
50
$1.38M 0.69%
1,956
-1,986
1
2
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