WAOTB
Wealth Advisors of Tampa Bay Portfolio holdings
AUM
$265M
This Quarter Return
+7.8%
1 Year Return
+22.97%
3 Year Return
+61.8%
5 Year Return
+101.87%
10 Year Return
–
AUM
$109M
AUM Growth
+$109M
(-9.9%)
Cap. Flow
-$19.1M
Cap. Flow
% of AUM
-17.61%
Top 10 Holdings %
Top 10 Hldgs %
34.83%
Holding
69
New
1
Increased
11
Reduced
30
Closed
8
Top Buys
| 1 |
Truist Financial
TFC
|
$1.69M |
| 2 |
Bristol-Myers Squibb
BMY
|
$526K |
| 3 |
SPDR SSGA Ultra Short Term Bond ETF
ULST
|
$185K |
| 4 |
Salesforce
CRM
|
$102K |
| 5 |
Apple
AAPL
|
$79.3K |
Top Sells
| 1 |
WBK
Westpac Banking Corporation
WBK
|
$3.28M |
| 2 |
TYG
Tortoise Energy Infrastructure Corp
TYG
|
$2.57M |
| 3 |
HEES
H&E Equipment Services
HEES
|
$2.4M |
| 4 |
Cardinal Health
CAH
|
$2M |
| 5 |
Newell Brands
NWL
|
$1.89M |
Sector Composition
| 1 | Technology | 18.97% |
| 2 | Communication Services | 14.51% |
| 3 | Healthcare | 13.37% |
| 4 | Financials | 10.08% |
| 5 | Industrials | 9.04% |
