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
$146M
AUM Growth
-$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M

Top Sells

1
+$7.34M
2
+$6.58M
3
+$6.03M
4
WM icon
Waste Management
WM
+$5.98M
5
MSFT icon
Microsoft
MSFT
+$4.7M

Sector Composition

1 Technology 24.61%
2 Communication Services 13.73%
3 Consumer Discretionary 11.29%
4 Healthcare 11.17%
5 Financials 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$920K 0.63%
21,935
-23,185
52
$869K 0.6%
23,413
-23,413
53
$777K 0.53%
8,904
-9,204
54
$723K 0.5%
2,585
-2,785
55
$704K 0.48%
1,865
-1,865
56
$673K 0.46%
58,510
-63,516
57
$614K 0.42%
3,000
-3,000
58
$612K 0.42%
7,611
-8,109
59
$529K 0.36%
2,400
-2,400
60
$390K 0.27%
4,277
-4,277
61
$356K 0.24%
4,483
-1,223
62
$305K 0.21%
1,354
-29,222
63
$301K 0.21%
50,000
-50,000
64
$286K 0.2%
9,470
-9,470
65
$282K 0.19%
3,600
-3,600
66
$272K 0.19%
2,152
-2,302
67
$259K 0.18%
1,568
-1,424
68
$254K 0.17%
21,724
-19,724
69
$232K 0.16%
2,935
-2,935
70
$223K 0.15%
1,736
-1,736
71
$215K 0.15%
20,303
-17,303
72
$209K 0.14%
1,994
-4,372
73
$193K 0.13%
16,136
-16,136
74
$178K 0.12%
16,162
-14,162
75
$173K 0.12%
15,979
-15,979
1 2
3
4