WAOTB

Wealth Advisors of Tampa Bay Portfolio holdings

AUM $300M
1-Year Est. Return 22.98%
This Quarter Est. Return
1 Year Est. Return
+22.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$156K
2
+$19.7K
3
+$4.22K
4
MCHP icon
Microchip Technology
MCHP
+$2.32K

Top Sells

1
+$3.48M
2
+$2.68M
3
+$1.61M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.21M
5
CL icon
Colgate-Palmolive
CL
+$966K

Sector Composition

1 Technology 16.51%
2 Healthcare 12.5%
3 Communication Services 12.42%
4 Industrials 10.79%
5 Financials 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$754K 0.63%
3,627
-174
52
$722K 0.6%
20,585
53
$682K 0.57%
16,658
-3,632
54
$588K 0.49%
9,060
55
$550K 0.46%
3,000
56
$501K 0.42%
4,307
-65
57
$469K 0.39%
11,597
-150
58
$430K 0.36%
3,300
-22
59
$429K 0.36%
4,023
60
$427K 0.35%
4,530
+1,660
61
$388K 0.32%
23,169
62
$372K 0.31%
2,400
63
$365K 0.3%
25,451
64
$363K 0.3%
12,445
-1,512
65
$348K 0.29%
5,980
66
$306K 0.25%
19,554
67
$280K 0.23%
5,615
-53,780
68
$174K 0.14%
15,979
69
– –
-4,406
70
– –
-7,170
71
– –
-1,262
72
– –
-13,483
1 2
3