WAOTB
Wealth Advisors of Tampa Bay Portfolio holdings
AUM
$265M
This Quarter Return
+17.02%
1 Year Return
+22.97%
3 Year Return
+61.8%
5 Year Return
+101.87%
10 Year Return
–
AUM
$120M
AUM Growth
+$120M
(+34%)
Cap. Flow
+$16.1M
Cap. Flow
% of AUM
13.42%
Top 10 Holdings %
Top 10 Hldgs %
30.8%
Holding
69
New
5
Increased
28
Reduced
16
Closed
2
Top Buys
| 1 |
Gilead Sciences
GILD
|
$2.08M |
| 2 |
Southern Company
SO
|
$2.08M |
| 3 |
Tyson Foods
TSN
|
$2.05M |
| 4 |
Nuveen AMT-Free Municipal Credit Income Fund
NVG
|
$1.48M |
| 5 |
Corning
GLW
|
$1.31M |
Top Sells
| 1 |
Polaris
PII
|
$427K |
| 2 |
Goodyear
GT
|
$378K |
| 3 |
Microsoft
MSFT
|
$233K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$149K |
| 5 |
Intel
INTC
|
$129K |
Sector Composition
| 1 | Technology | 23.86% |
| 2 | Healthcare | 15.81% |
| 3 | Communication Services | 13.31% |
| 4 | Consumer Staples | 9.28% |
| 5 | Industrials | 8.38% |
