WAOTB
Wealth Advisors of Tampa Bay Portfolio holdings
AUM
$265M
This Quarter Return
-3.89%
1 Year Return
+22.97%
3 Year Return
+61.8%
5 Year Return
+101.87%
10 Year Return
–
AUM
$138M
AUM Growth
+$138M
(-5.2%)
Cap. Flow
+$1.73M
Cap. Flow
% of AUM
1.25%
Top 10 Holdings %
Top 10 Hldgs %
32.03%
Holding
72
New
3
Increased
31
Reduced
21
Closed
2
Top Buys
| 1 |
PPL Corp
PPL
|
$3.27M |
| 2 |
Procter & Gamble
PG
|
$1.16M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$388K |
| 4 |
Occidental Petroleum
OXY
|
$335K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$262K |
Top Sells
| 1 |
Qualcomm
QCOM
|
$3.05M |
| 2 |
CSRA
CSRA Inc.
CSRA
|
$1.19M |
| 3 |
AbbVie
ABBV
|
$275K |
| 4 |
Cisco
CSCO
|
$268K |
| 5 |
HEES
H&E Equipment Services
HEES
|
$253K |
Sector Composition
| 1 | Technology | 21.73% |
| 2 | Industrials | 12.14% |
| 3 | Financials | 12.14% |
| 4 | Healthcare | 11.13% |
| 5 | Consumer Discretionary | 10.28% |
