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
$324M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.7M
3
+$1.64M
4
COF icon
Capital One
COF
+$1.28M
5
CRM icon
Salesforce
CRM
+$962K

Top Sells

1
+$2.22M
2
+$2.18M
3
+$2.06M
4
NVG icon
Nuveen AMT-Free Municipal Credit Income Fund
NVG
+$1.96M
5
STZ icon
Constellation Brands
STZ
+$1.08M

Sector Composition

1 Technology 24.1%
2 Communication Services 14.07%
3 Healthcare 13.18%
4 Consumer Discretionary 9.72%
5 Financials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.02M 0.62%
5,328
52
$2M 0.62%
21,110
-2,524
53
$1.98M 0.61%
46,826
-11,104
54
$1.77M 0.55%
3,730
+1,000
55
$1.64M 0.51%
+122,026
56
$1.55M 0.48%
18,108
+600
57
$1.46M 0.45%
5,370
+120
58
$1.34M 0.41%
6,000
59
$1.22M 0.38%
15,720
-1,880
60
$1.03M 0.32%
4,800
61
$859K 0.27%
8,554
62
$725K 0.22%
6,366
-46
63
$640K 0.2%
4,454
-200
64
$639K 0.2%
+100,000
65
$590K 0.18%
18,940
66
$558K 0.17%
7,200
-400
67
$543K 0.17%
41,448
-149,536
68
$538K 0.17%
5,706
+1,910
69
$507K 0.16%
2,992
70
$477K 0.15%
3,472
-34
71
$453K 0.14%
5,870
-1,000
72
$453K 0.14%
3,560
+360
73
$442K 0.14%
37,606
-185,744
74
$428K 0.13%
32,272
+2,000
75
$378K 0.12%
30,324
1 2
3
4 5