WAOTB
Wealth Advisors of Tampa Bay Portfolio holdings
AUM
$265M
This Quarter Return
+1.56%
1 Year Return
+22.97%
3 Year Return
+61.8%
5 Year Return
+101.87%
10 Year Return
–
AUM
$131M
AUM Growth
+$131M
(-5.3%)
Cap. Flow
-$9.49M
Cap. Flow
% of AUM
-7.24%
Top 10 Holdings %
Top 10 Hldgs %
33.76%
Holding
75
New
5
Increased
35
Reduced
11
Closed
6
Top Buys
| 1 |
Hanesbrands
HBI
|
$2.61M |
| 2 |
DXC Technology
DXC
|
$1.47M |
| 3 |
First Horizon
FHN
|
$1.24M |
| 4 |
PPL Corp
PPL
|
$884K |
| 5 |
Microchip Technology
MCHP
|
$487K |
Top Sells
| 1 |
Occidental Petroleum
OXY
|
$5.38M |
| 2 |
AbbVie
ABBV
|
$4.24M |
| 3 |
Williams-Sonoma
WSM
|
$4.21M |
| 4 |
CA
CA, Inc.
CA
|
$3.31M |
| 5 |
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% |
