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
$123M
AUM Growth
-$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$2.29M
3
+$2.26M
4
IPG icon
Interpublic Group of Companies
IPG
+$1.99M
5
NWL icon
Newell Brands
NWL
+$748K

Top Sells

1
+$3.16M
2
+$2.23M
3
+$2.2M
4
HBI icon
Hanesbrands
HBI
+$1.76M
5
LEG icon
Leggett & Platt
LEG
+$1.68M

Sector Composition

1 Technology 20.03%
2 Consumer Staples 12.96%
3 Industrials 10.35%
4 Healthcare 10.06%
5 Financials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$522K 0.42%
+12,992
52
$479K 0.39%
4,372
53
$424K 0.34%
4,023
54
$404K 0.33%
6,725
55
$393K 0.32%
3,000
56
$364K 0.3%
3,322
57
$332K 0.27%
13,457
58
$329K 0.27%
1,427
+347
59
$324K 0.26%
23,169
-2,070
60
$319K 0.26%
25,451
61
$266K 0.22%
7,210
62
$263K 0.21%
19,554
63
$260K 0.21%
5,980
64
$257K 0.21%
2,400
65
$248K 0.2%
3,591
-577
66
$235K 0.19%
4,732
67
$142K 0.12%
15,979
68
– –
-44,694
69
– –
-79,970
70
– –
-58,359
71
– –
-5,330
72
– –
-1,025
73
– –
-1,020
74
– –
-2,895
75
– –
-10,886
1 2
3