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
$169M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.49M
3
+$1.34M
4
AVGO icon
Broadcom
AVGO
+$1.26M
5
BCE icon
BCE
BCE
+$1.03M

Top Sells

1
+$597K
2
+$314K
3
+$312K
4
LH icon
Labcorp
LH
+$163K
5
ETB
Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
+$85.6K

Sector Composition

1 Technology 22.31%
2 Healthcare 13.48%
3 Communication Services 12.46%
4 Financials 9.79%
5 Consumer Discretionary 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.57M 0.93%
20,151
+8,875
52
$1.49M 0.88%
+25,674
53
$1.45M 0.85%
18,618
-958
54
$1.34M 0.79%
+2,810
55
$1.32M 0.78%
3,315
56
$1.3M 0.77%
29,130
+7,542
57
$1.24M 0.73%
6,805
-231
58
$1.19M 0.7%
23,782
+497
59
$1.13M 0.67%
12,421
-507
60
$1.03M 0.61%
+22,850
61
$965K 0.57%
3,777
+150
62
$745K 0.44%
20,465
+50
63
$738K 0.44%
3,000
64
$652K 0.39%
3,533
65
$627K 0.37%
9,060
66
$580K 0.34%
4,622
67
$572K 0.34%
10,027
-375
68
$489K 0.29%
8,754
69
$468K 0.28%
+5,955
70
$457K 0.27%
+1,490
71
$430K 0.25%
4,530
72
$424K 0.25%
4,886
+1,369
73
$415K 0.25%
5,492
-488
74
$406K 0.24%
10,500
-125
75
$380K 0.22%
2,400
1 2
3
4