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
$408M
AUM Growth
+$227M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$9.13M
2
+$7.02M
3
+$6.47M
4
AVGO icon
Broadcom
AVGO
+$6.2M
5
PFE icon
Pfizer
PFE
+$5.24M

Top Sells

1
+$2.77M
2
+$531K

Sector Composition

1 Technology 24.06%
2 Healthcare 13.17%
3 Communication Services 11.42%
4 Financials 9.14%
5 Consumer Discretionary 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.52M 0.86%
30,338
+15,394
52
$3.47M 0.85%
6,120
+3,140
53
$3.1M 0.76%
48,454
+24,272
54
$2.86M 0.7%
26,396
+13,891
55
$2.77M 0.68%
5,796
+2,763
56
$2.65M 0.65%
29,240
+19,430
57
$2.58M 0.63%
16,622
+9,707
58
$2.43M 0.6%
46,720
+23,560
59
$2.42M 0.59%
8,104
+4,352
60
$2.29M 0.56%
58,530
+37,350
61
$2.26M 0.55%
41,037
+20,531
62
$2.11M 0.52%
6,000
+3,000
63
$1.99M 0.49%
5,080
+2,575
64
$1.92M 0.47%
81,688
+41,744
65
$1.65M 0.4%
2,540
+1,290
66
$1.46M 0.36%
21,530
+11,123
67
$1.07M 0.26%
17,508
+8,754
68
$1.03M 0.25%
10,182
+7,840
69
$932K 0.23%
20,940
+15,240
70
$929K 0.23%
4,800
+2,400
71
$864K 0.21%
8,554
+4,277
72
$828K 0.2%
6,412
+2,826
73
$756K 0.19%
8,100
+3,800
74
$663K 0.16%
40,000
+20,000
75
$658K 0.16%
2,956
+1,478
1 2
3
4 5