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
$175M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.49M
3
+$427K
4
KHC icon
Kraft Heinz
KHC
+$390K
5
WMT icon
Walmart
WMT
+$362K

Top Sells

1
+$451K
2
+$372K
3
+$113K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$92.6K
5
TTE icon
TotalEnergies
TTE
+$67.7K

Sector Composition

1 Technology 27.45%
2 Communication Services 13.02%
3 Consumer Discretionary 11.82%
4 Healthcare 10.33%
5 Financials 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.01M 0.58%
29,707
-10,911
52
$1.01M 0.58%
10,089
+148
53
$992K 0.57%
26,008
54
$986K 0.56%
22,008
+73
55
$960K 0.55%
8,754
-75
56
$916K 0.52%
1,971
57
$728K 0.42%
1,890
+10
58
$674K 0.39%
3,000
59
$551K 0.32%
2,165
-235
60
$369K 0.21%
3,632
-645
61
$361K 0.21%
+5,930
62
$284K 0.16%
1,913
-100
63
$281K 0.16%
1,576
+22
64
$277K 0.16%
23,494
-750
65
$271K 0.16%
9,470
66
$263K 0.15%
16,491
+500
67
$262K 0.15%
3,400
68
$243K 0.14%
1,601
69
$225K 0.13%
50,000
70
$218K 0.12%
16,676
+5,176
71
$212K 0.12%
+1,920
72
$211K 0.12%
18,964
73
$209K 0.12%
2,935
74
$186K 0.11%
16,162
75
$148K 0.08%
15,979
1 2
3
4