WAOTB

Wealth Advisors of Tampa Bay Portfolio holdings

AUM $265M
1-Year Est. Return 22.97%
This Quarter Est. Return
1 Year Est. Return
+22.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
-$7.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$1.47M
3
+$1.24M
4
PPL icon
PPL Corp
PPL
+$884K
5
MCHP icon
Microchip Technology
MCHP
+$487K

Top Sells

1
+$5.38M
2
+$4.24M
3
+$4.21M
4
CA
CA, Inc.
CA
+$3.31M
5
LOW icon
Lowe's Companies
LOW
+$1.9M

Sector Composition

1 Technology 22.81%
2 Financials 13.67%
3 Industrials 12.58%
4 Healthcare 8.76%
5 Consumer Discretionary 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$490K 0.37%
4,372
52
$422K 0.32%
4,023
53
$421K 0.32%
3,997
54
$407K 0.31%
3,000
55
$382K 0.29%
13,457
56
$369K 0.28%
25,239
57
$362K 0.28%
27,262
58
$352K 0.27%
4,168
+997
59
$313K 0.24%
19,554
60
$298K 0.23%
7,010
+1,100
61
$295K 0.23%
1,180
+25
62
$253K 0.19%
5,980
-1,440
63
$237K 0.18%
4,732
64
$232K 0.18%
2,810
-65,166
65
$221K 0.17%
2,400
66
$212K 0.16%
+1,025
67
$208K 0.16%
+5,330
68
$202K 0.15%
+1,020
69
$196K 0.15%
15,979
70
– –
-97,575
71
– –
-44,791
72
– –
-21,675
73
– –
-3,070
74
– –
-159,520
75
– –
-12,580
1 2
3