WAOTB
Wealth Advisors of Tampa Bay Portfolio holdings
AUM
$265M
This Quarter Return
+3.21%
1 Year Return
+22.97%
3 Year Return
+61.8%
5 Year Return
+101.87%
10 Year Return
–
AUM
$143M
AUM Growth
+$143M
(+8.9%)
Cap. Flow
+$7.79M
Cap. Flow
% of AUM
5.47%
Top 10 Holdings %
Top 10 Hldgs %
32.26%
Holding
74
New
5
Increased
30
Reduced
16
Closed
5
Top Buys
| 1 |
Newell Brands
NWL
|
$4.15M |
| 2 |
Leggett & Platt
LEG
|
$3.09M |
| 3 |
General Mills
GIS
|
$2.43M |
| 4 |
Exxon Mobil
XOM
|
$2.05M |
| 5 |
General Dynamics
GD
|
$1.59M |
Top Sells
| 1 |
Eli Lilly
LLY
|
$4.29M |
| 2 |
Ford
F
|
$3.07M |
| 3 |
Oracle
ORCL
|
$1.69M |
| 4 |
Qualcomm
QCOM
|
$766K |
| 5 |
Boise Cascade
BCC
|
$659K |
Sector Composition
| 1 | Technology | 19.9% |
| 2 | Financials | 14.11% |
| 3 | Industrials | 12.99% |
| 4 | Consumer Staples | 10.96% |
| 5 | Consumer Discretionary | 9.95% |
