WAOTB

Wealth Advisors of Tampa Bay Portfolio holdings

AUM $302M
1-Year Est. Return 26.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$300M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$4.02M
3
+$3.02M
4
NOW icon
ServiceNow
NOW
+$1.97M
5
SPOT icon
Spotify
SPOT
+$1.83M

Top Sells

1
+$2.73M
2
+$1.3M
3
+$1.26M
4
LULU icon
lululemon athletica
LULU
+$1.05M
5
GS icon
Goldman Sachs
GS
+$722K

Sector Composition

1 Technology 30.02%
2 Financials 12.05%
3 Communication Services 11.27%
4 Consumer Discretionary 8.72%
5 Industrials 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.27M 1.42%
8,554
+181
27
$4.25M 1.42%
+65,367
28
$4.19M 1.4%
+73,555
29
$4.17M 1.39%
60,895
-1,420
30
$4.16M 1.39%
43,666
+350
31
$4.16M 1.38%
54,797
+6,620
32
$4.14M 1.38%
26,641
-65
33
$4.11M 1.37%
54,416
+960
34
$4.11M 1.37%
260,331
-22,490
35
$3.76M 1.25%
147,400
+6,630
36
$3.74M 1.25%
15,781
+130
37
$3.5M 1.16%
77,496
+3,430
38
$3.46M 1.15%
10,141
39
$3.4M 1.13%
34,743
+855
40
$3.38M 1.12%
129,611
+31,985
41
$3.18M 1.06%
17,295
+10,550
42
$3.12M 1.04%
12,717
+135
43
$2.85M 0.95%
18,385
+325
44
$2.84M 0.95%
53,626
45
$2.7M 0.9%
85,120
+3,055
46
$2.38M 0.79%
53,184
-30
47
$2.26M 0.75%
49,402
+300
48
$2.09M 0.69%
9,813
+150
49
$2.07M 0.69%
27,481
+150
50
$1.95M 0.65%
3,875
1
2
3 4