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
$234M
AUM Growth
-$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.07M
3
+$772K
4
CVX icon
Chevron
CVX
+$657K
5
GD icon
General Dynamics
GD
+$322K

Top Sells

1
+$2.38M
2
+$1.96M
3
+$1.75M
4
LH icon
Labcorp
LH
+$1.36M
5
VZ icon
Verizon
VZ
+$1.3M

Sector Composition

1 Technology 31.38%
2 Consumer Discretionary 11.48%
3 Communication Services 10.59%
4 Financials 10.47%
5 Industrials 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.5M 1.5%
258,419
-3,617
27
$3.45M 1.48%
17,903
+112
28
$3.23M 1.38%
40,458
-643
29
$3.06M 1.31%
35,126
+167
30
$2.85M 1.22%
55,126
31
$2.84M 1.22%
19,635
+4,533
32
$2.57M 1.1%
45,942
-3,285
33
$2.51M 1.08%
9,543
+1,221
34
$2.45M 1.05%
5,515
+586
35
$2.39M 1.02%
59,650
-32,483
36
$2.35M 1.01%
12,012
+1,073
37
$2.32M 0.99%
42,591
-32,197
38
$2.29M 0.98%
76,545
+25,760
39
$2.14M 0.92%
25,437
+352
40
$2.07M 0.89%
74,758
+7,335
41
$1.95M 0.84%
73,570
-74,043
42
$1.85M 0.79%
30,749
+1,290
43
$1.79M 0.77%
10,048
-265
44
$1.77M 0.76%
24,731
+3,175
45
$1.69M 0.72%
3,725
46
$1.65M 0.71%
4,327
+60
47
$1.59M 0.68%
+9,743
48
$1.44M 0.62%
11,135
+33
49
$1.43M 0.61%
46,454
-40,913
50
$1.41M 0.61%
4,131
-30
1
2
3 4