WAOTB

Wealth Advisors of Tampa Bay Portfolio holdings

AUM $265M
1-Year Est. Return 22.97%
This Quarter Est. Return
1 Year Est. Return
+22.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.22M
3
+$1.63M
4
NVDA icon
NVIDIA
NVDA
+$797K
5
BAC icon
Bank of America
BAC
+$724K

Top Sells

1
+$1.5M
2
+$1.06M
3
+$1.01M
4
MCHP icon
Microchip Technology
MCHP
+$718K
5
RTX icon
RTX Corp
RTX
+$133K

Sector Composition

1 Technology 28.64%
2 Consumer Discretionary 12.1%
3 Communication Services 11.81%
4 Financials 9.52%
5 Industrials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.7M 1.54%
41,101
+1,082
27
$3.7M 1.54%
71,472
-290
28
$3.66M 1.53%
30,169
-1,097
29
$3.63M 1.52%
25,310
-891
30
$3.56M 1.49%
49,227
-75
31
$3.29M 1.37%
17,791
+573
32
$3.14M 1.31%
5,376
+865
33
$3.07M 1.28%
87,367
+11,829
34
$3.04M 1.27%
34,959
+5,920
35
$2.9M 1.21%
+55,126
36
$2.55M 1.07%
4,929
-30
37
$2.51M 1.05%
8,322
-121
38
$2.42M 1.01%
25,085
-340
39
$2.26M 0.94%
24,281
+1,010
40
$2.24M 0.94%
10,939
-160
41
$2.22M 0.93%
+15,102
42
$2.21M 0.92%
29,459
-256
43
$2.19M 0.92%
67,423
+495
44
$2.08M 0.87%
14,082
-98
45
$1.87M 0.78%
8,361
+105
46
$1.86M 0.78%
23,193
-8,940
47
$1.82M 0.76%
21,556
+2,361
48
$1.71M 0.72%
3,725
49
$1.63M 0.68%
+50,785
50
$1.55M 0.65%
115,729
1
2
3 4