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
$214M
AUM Growth
+$3.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.36M
3
+$1.22M
4
ADBE icon
Adobe
ADBE
+$755K
5
MCD icon
McDonald's
MCD
+$479K

Top Sells

1
+$2.97M
2
+$1.98M
3
+$1.57M
4
CSCO icon
Cisco
CSCO
+$557K
5
SSB icon
SouthState Bank Corp
SSB
+$207K

Sector Composition

1 Technology 30.81%
2 Communication Services 12.47%
3 Consumer Discretionary 11.69%
4 Financials 8.74%
5 Healthcare 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.65M 1.7%
190,890
+10,240
27
$3.15M 1.47%
40,019
+2,675
28
$3.14M 1.46%
31,266
-85
29
$2.98M 1.39%
71,762
+4,280
30
$2.94M 1.37%
32,133
+335
31
$2.88M 1.35%
49,302
+295
32
$2.75M 1.28%
4,959
+1,359
33
$2.68M 1.25%
17,218
+450
34
$2.45M 1.14%
8,443
-70
35
$2.43M 1.14%
75,538
+2,400
36
$2.27M 1.06%
29,039
+5,407
37
$2.25M 1.05%
25,425
+250
38
$2.16M 1.01%
29,715
+16,780
39
$2.11M 0.98%
+4,511
40
$1.98M 0.92%
23,271
+115
41
$1.9M 0.89%
66,928
-2,595
42
$1.89M 0.88%
11,099
+573
43
$1.79M 0.83%
14,180
+110
44
$1.68M 0.78%
8,256
+135
45
$1.67M 0.78%
14,712
46
$1.52M 0.71%
3,725
47
$1.5M 0.7%
25,316
-920
48
$1.44M 0.67%
115,729
49
$1.43M 0.67%
10,348
+85
50
$1.36M 0.64%
116,162
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