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
$210M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$1.93M
3
+$1.3M
4
BCE icon
BCE
BCE
+$1.11M
5
ADBE icon
Adobe
ADBE
+$883K

Top Sells

1
+$3.68M
2
+$3.19M
3
+$817K
4
AVGO icon
Broadcom
AVGO
+$722K
5
COF icon
Capital One
COF
+$524K

Sector Composition

1 Technology 27.82%
2 Communication Services 12.06%
3 Consumer Discretionary 11.93%
4 Healthcare 9.72%
5 Financials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.59M 1.7%
40,437
+4,611
27
$3.58M 1.7%
85,409
+495
28
$3.25M 1.55%
37,344
+4,650
29
$3.18M 1.51%
180,650
+16,950
30
$3.06M 1.45%
31,351
-500
31
$3.06M 1.45%
77,331
+285
32
$2.85M 1.36%
31,798
-965
33
$2.77M 1.32%
49,007
+2,474
34
$2.71M 1.29%
+16,768
35
$2.7M 1.28%
73,138
+4,925
36
$2.4M 1.14%
8,513
-190
37
$2.34M 1.11%
25,175
-270
38
$2.09M 0.99%
26,236
-896
39
$2.07M 0.98%
23,156
-25
40
$2.06M 0.98%
69,523
+535
41
$2.04M 0.97%
14,712
+397
42
$1.96M 0.93%
23,632
+2,763
43
$1.94M 0.92%
14,070
-250
44
$1.93M 0.92%
+10,526
45
$1.9M 0.9%
87,572
-4,835
46
$1.82M 0.86%
3,600
+1,750
47
$1.77M 0.84%
8,121
-12
48
$1.57M 0.75%
29,235
+525
49
$1.57M 0.74%
3,725
-27
50
$1.53M 0.73%
10,263
-3,520
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