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
$369M
AUM Growth
-$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$4.04M
2
+$1.26M
3
+$1.25M
4
WM icon
Waste Management
WM
+$1.23M
5
INTC icon
Intel
INTC
+$1.16M

Top Sells

1
+$6.23M
2
+$5.54M
3
+$5.2M
4
IDV icon
iShares International Select Dividend ETF
IDV
+$4.96M
5
VMW
VMware, Inc
VMW
+$3.52M

Sector Composition

1 Technology 25.02%
2 Healthcare 12.72%
3 Communication Services 12.68%
4 Consumer Discretionary 10.1%
5 Financials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.67M 0.72%
57,930
-600
52
$2.59M 0.7%
46,720
53
$2.42M 0.65%
5,328
-468
54
$2.22M 0.6%
40,830
-207
55
$2.21M 0.6%
16,122
-500
56
$2.06M 0.56%
82,588
+900
57
$1.92M 0.52%
5,250
+170
58
$1.59M 0.43%
17,600
-3,930
59
$1.52M 0.41%
2,730
+190
60
$1.5M 0.41%
6,000
61
$1.45M 0.39%
17,508
62
$1.26M 0.34%
+9,600
63
$1.04M 0.28%
4,800
64
$914K 0.25%
8,554
65
$799K 0.22%
6,412
66
$779K 0.21%
18,940
-2,000
67
$712K 0.19%
4,654
-34,010
68
$644K 0.17%
7,600
-500
69
$614K 0.17%
2,992
+36
70
$560K 0.15%
6,870
71
$546K 0.15%
3,506
72
$509K 0.14%
3,200
73
$506K 0.14%
30,272
74
$471K 0.13%
3,796
75
$416K 0.11%
31,958
1 2
3
4 5