WAOTB

Wealth Advisors of Tampa Bay Portfolio holdings

AUM $300M
1-Year Est. Return 22.98%
This Quarter Est. Return
1 Year Est. Return
+22.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$4.92M
3
+$4.74M
4
OXY icon
Occidental Petroleum
OXY
+$4.73M
5
JNJ icon
Johnson & Johnson
JNJ
+$4.68M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$589K 0.4%
+8,720
52
$581K 0.4%
+5,285
53
$533K 0.37%
+30,907
54
$496K 0.34%
+4,372
55
$439K 0.3%
+3,997
56
$424K 0.29%
+3,000
57
$422K 0.29%
+4,023
58
$395K 0.27%
+25,239
59
$382K 0.26%
+27,262
60
$381K 0.26%
+12,641
61
$349K 0.24%
+16,180
62
$329K 0.23%
+19,554
63
$300K 0.21%
+1,190
64
$284K 0.19%
+7,420
65
$274K 0.19%
+2,400
66
$238K 0.16%
+4,732
67
$212K 0.15%
+600
68
$184K 0.13%
+15,979
69
$11K 0.01%
+12,580
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3