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
$135M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.85M
3
+$981K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$594K
5
TTE icon
TotalEnergies
TTE
+$529K

Top Sells

1
+$186K
2
+$138K
3
+$128K
4
AAPL icon
Apple
AAPL
+$120K
5
PPL icon
PPL Corp
PPL
+$71.9K

Sector Composition

1 Technology 23.56%
2 Healthcare 14.95%
3 Communication Services 12.36%
4 Consumer Staples 8.68%
5 Financials 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$981K 0.73%
+10,703
52
$925K 0.69%
22,785
+628
53
$829K 0.62%
38,080
+16,200
54
$825K 0.61%
12,988
+141
55
$817K 0.61%
11,776
+654
56
$772K 0.57%
3,627
57
$697K 0.52%
3,000
58
$653K 0.49%
5,900
59
$596K 0.44%
20,415
-170
60
$545K 0.4%
4,310
61
$529K 0.39%
+15,409
62
$484K 0.36%
10,402
-150
63
$456K 0.34%
8,800
64
$438K 0.33%
3,533
+108
65
$415K 0.31%
5,980
66
$365K 0.27%
4,530
67
$344K 0.26%
2,400
68
$332K 0.25%
9,060
69
$299K 0.22%
+8,210
70
$259K 0.19%
19,000
71
$256K 0.19%
10,625
72
$200K 0.15%
+2,867
73
$109K 0.08%
15,979
1 2
3