WAOTB
Wealth Advisors of Tampa Bay Portfolio holdings
AUM
$265M
This Quarter Return
+5.86%
1 Year Return
+22.97%
3 Year Return
+61.8%
5 Year Return
+101.87%
10 Year Return
–
AUM
$146M
AUM Growth
–
Cap. Flow
+$146M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
31.89%
Holding
69
New
69
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Waste Management
WM
|
$4.94M |
| 2 |
GE Aerospace
GE
|
$4.92M |
| 3 |
AbbVie
ABBV
|
$4.74M |
| 4 |
Occidental Petroleum
OXY
|
$4.73M |
| 5 |
Johnson & Johnson
JNJ
|
$4.69M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 22.92% |
| 2 | Industrials | 12.75% |
| 3 | Financials | 12.43% |
| 4 | Healthcare | 11.62% |
| 5 | Consumer Discretionary | 10.06% |
