WAOTB

Wealth Advisors of Tampa Bay Portfolio holdings

AUM $290M
1-Year Est. Return 21.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$265M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$2.59M
3
+$1.17M
4
JPLD icon
JPMorgan Limited Duration Bond ETF
JPLD
+$836K
5
TFC icon
Truist Financial
TFC
+$621K

Top Sells

1
+$2.88M
2
+$2.77M
3
+$468K
4
CMCSA icon
Comcast
CMCSA
+$458K
5
WMT icon
Walmart Inc
WMT
+$409K

Sector Composition

1 Technology 29.29%
2 Financials 12.46%
3 Communication Services 10.88%
4 Consumer Discretionary 9.8%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.9M 1.47%
24,420
-3,165
27
$3.88M 1.46%
8,373
+50
28
$3.84M 1.45%
24,298
+300
29
$3.82M 1.44%
26,706
+3,885
30
$3.78M 1.42%
43,316
+1,458
31
$3.59M 1.35%
53,456
+585
32
$3.56M 1.34%
48,177
+375
33
$3.43M 1.29%
74,066
+4,260
34
$3.41M 1.29%
140,770
-860
35
$3.16M 1.19%
33,888
+340
36
$2.96M 1.12%
10,141
+125
37
$2.93M 1.11%
12,582
-75
38
$2.83M 1.07%
53,626
-1,000
39
$2.82M 1.06%
+18,850
40
$2.75M 1.04%
18,060
+310
41
$2.73M 1.03%
7,064
+635
42
$2.65M 1%
82,065
+1,300
43
$2.52M 0.95%
97,626
+42,275
44
$2.34M 0.88%
53,214
-1,560
45
$2.29M 0.86%
26,225
+5,670
46
$2.11M 0.8%
49,102
+15,865
47
$2.06M 0.78%
9,663
-300
48
$1.93M 0.73%
12,383
+425
49
$1.92M 0.72%
3,766
-355
50
$1.9M 0.72%
27,331
+200
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