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
$180M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$736K
3
+$672K
4
NOW icon
ServiceNow
NOW
+$580K
5
GILD icon
Gilead Sciences
GILD
+$509K

Top Sells

1
+$2.35M
2
+$626K
3
+$465K
4
GSK icon
GSK
GSK
+$399K
5
WM icon
Waste Management
WM
+$327K

Sector Composition

1 Technology 23.71%
2 Healthcare 13.53%
3 Communication Services 11.58%
4 Financials 9.6%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.64M 0.91%
7,016
+100
52
$1.41M 0.78%
18,760
+142
53
$1.3M 0.73%
3,033
-282
54
$1.3M 0.73%
12,725
+304
55
$1.25M 0.69%
23,825
+43
56
$1.2M 0.67%
39,259
+879
57
$1.14M 0.64%
23,151
+301
58
$1.05M 0.58%
21,112
-8,018
59
$1.04M 0.58%
3,752
-25
60
$914K 0.51%
2,505
+1,015
61
$836K 0.47%
20,890
+425
62
$817K 0.45%
3,000
63
$771K 0.43%
11,125
-9,026
64
$604K 0.34%
3,435
-98
65
$592K 0.33%
9,762
-265
66
$589K 0.33%
4,602
-20
67
$580K 0.32%
+1,055
68
$552K 0.31%
8,754
69
$546K 0.3%
9,060
70
$497K 0.28%
5,466
+580
71
$425K 0.24%
5,800
+308
72
$421K 0.23%
10,200
-300
73
$418K 0.23%
2,400
74
$413K 0.23%
4,277
-253
75
$346K 0.19%
20,000
1 2
3
4