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
$161M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$824K
2
+$746K
3
+$711K
4
AMZN icon
Amazon
AMZN
+$643K
5
MSFT icon
Microsoft
MSFT
+$556K

Top Sells

1
+$673K
2
+$634K
3
+$612K
4
USB icon
US Bancorp
USB
+$578K
5
VZ icon
Verizon
VZ
+$423K

Sector Composition

1 Technology 24.62%
2 Communication Services 12.84%
3 Consumer Discretionary 11.77%
4 Healthcare 10.59%
5 Financials 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$964K 0.6%
21,935
52
$864K 0.53%
9,941
-1,700
53
$828K 0.51%
2,585
54
$765K 0.47%
1,971
+106
55
$712K 0.44%
3,000
56
$633K 0.39%
1,880
-1,885
57
$556K 0.34%
2,400
58
$451K 0.28%
+3,255
59
$446K 0.28%
4,277
60
$314K 0.19%
9,470
61
$305K 0.19%
2,013
-139
62
$294K 0.18%
24,244
+2,520
63
$284K 0.18%
3,400
-200
64
$271K 0.17%
1,554
-14
65
$255K 0.16%
15,991
-145
66
$242K 0.15%
50,000
67
$232K 0.14%
1,601
-135
68
$224K 0.14%
2,935
69
$216K 0.13%
18,964
-1,339
70
$191K 0.12%
16,162
71
$181K 0.11%
15,979
72
$151K 0.09%
11,500
73
$21.5K 0.01%
50,000
74
– –
-7,611
75
– –
-1,354
1 2
3
4