WAOTB

Wealth Advisors of Tampa Bay Portfolio holdings

AUM $300M
1-Year Est. Return 22.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$246M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$4.51M
2
+$2.41M
3
+$1.88M
4
PFE icon
Pfizer
PFE
+$1.72M
5
MMM icon
3M
MMM
+$971K

Top Sells

1
+$2.67M
2
+$1.37M
3
+$910K
4
WMT icon
Walmart Inc
WMT
+$897K
5
WM icon
Waste Management
WM
+$576K

Sector Composition

1 Technology 26.75%
2 Communication Services 11.68%
3 Financials 10.82%
4 Consumer Discretionary 10.28%
5 Industrials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.99M 1.62%
27,585
+2,735
27
$3.89M 1.58%
52,871
+4,250
28
$3.89M 1.58%
62,970
-22,137
29
$3.82M 1.55%
22,821
+3,186
30
$3.76M 1.53%
41,858
+1,400
31
$3.72M 1.51%
8,323
+753
32
$3.59M 1.46%
141,630
+68,060
33
$2.94M 1.19%
47,802
+1,860
34
$2.86M 1.16%
12,657
+645
35
$2.86M 1.16%
54,626
-500
36
$2.77M 1.13%
35,379
+253
37
$2.73M 1.11%
10,016
+473
38
$2.61M 1.06%
17,750
+6,615
39
$2.6M 1.06%
23,998
+17,303
40
$2.47M 1%
6,429
+914
41
$2.44M 0.99%
33,548
+2,799
42
$2.37M 0.96%
80,765
+4,220
43
$2.35M 0.96%
54,774
+3,900
44
$2.06M 0.84%
3,875
+150
45
$1.97M 0.8%
11,958
+2,215
46
$1.92M 0.78%
27,131
+2,400
47
$1.79M 0.73%
9,963
-85
48
$1.68M 0.68%
55,351
+8,897
49
$1.63M 0.66%
61,263
-13,495
50
$1.45M 0.59%
4,121
-10
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