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
$181M
AUM Growth
+$1.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$940K
2
+$691K
3
+$684K
4
DIS icon
Walt Disney
DIS
+$589K
5
T icon
AT&T
T
+$487K

Top Sells

1
+$771K
2
+$432K
3
+$396K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$390K
5
GS icon
Goldman Sachs
GS
+$372K

Sector Composition

1 Technology 23.51%
2 Healthcare 13.1%
3 Communication Services 12.64%
4 Financials 9.44%
5 Consumer Discretionary 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.72M 0.95%
2,980
52
$1.63M 0.9%
7,712
+696
53
$1.32M 0.73%
12,505
-220
54
$1.31M 0.72%
3,033
55
$1.27M 0.7%
24,182
+357
56
$1.17M 0.65%
6,915
+3,480
57
$1.16M 0.64%
23,160
+9
58
$1.02M 0.57%
3,752
59
$1.01M 0.56%
2,505
60
$1.01M 0.56%
39,944
+685
61
$979K 0.54%
20,506
-606
62
$843K 0.47%
21,180
+290
63
$839K 0.46%
3,000
64
$836K 0.46%
9,810
+4,344
65
$778K 0.43%
1,250
+195
66
$625K 0.35%
10,407
+645
67
$531K 0.29%
9,060
68
$515K 0.28%
8,754
69
$458K 0.25%
3,586
-1,016
70
$406K 0.22%
2,400
71
$403K 0.22%
4,277
72
$341K 0.19%
20,000
73
$338K 0.19%
4,300
-1,500
74
$323K 0.18%
1,478
+265
75
$299K 0.17%
+1,788
1 2
3
4