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
$109M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$526K
3
+$185K
4
CRM icon
Salesforce
CRM
+$102K
5
AAPL icon
Apple
AAPL
+$79.3K

Top Sells

1
+$3.28M
2
+$2.57M
3
+$2.4M
4
CAH icon
Cardinal Health
CAH
+$2M
5
NWL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$495K 0.46%
3,425
+125
52
$444K 0.41%
4,530
53
$438K 0.4%
12,445
54
$430K 0.4%
4,023
55
$386K 0.36%
23,169
56
$372K 0.34%
25,451
57
$362K 0.33%
5,980
58
$353K 0.33%
2,400
59
$335K 0.31%
5,495
-120
60
$321K 0.3%
19,554
61
$183K 0.17%
15,979
62
– –
-42,285
63
– –
-26,147
64
– –
-82,983
65
– –
-16,658
66
– –
-31,369
67
– –
-23,206
68
– –
-164,222
69
– –
-8,410
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3