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
$182M
AUM Growth
+$7.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$2.28M
3
+$1.9M
4
WBA
Walgreens Boots Alliance
WBA
+$1.19M
5
DXCM icon
DexCom
DXCM
+$922K

Top Sells

1
+$3.56M
2
+$2.81M
3
+$1.73M
4
AVGO icon
Broadcom
AVGO
+$1.44M
5
AAPL icon
Apple
AAPL
+$447K

Sector Composition

1 Technology 27.54%
2 Communication Services 12.73%
3 Consumer Discretionary 12.58%
4 Healthcare 10.02%
5 Industrials 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.08M 0.59%
35,722
+6,015
52
$1.04M 0.57%
2,757
-725
53
$1M 0.55%
22,008
54
$948K 0.52%
25,510
-498
55
$924K 0.51%
1,890
56
$923K 0.51%
8,604
-150
57
$922K 0.51%
+7,175
58
$901K 0.49%
10,089
59
$797K 0.44%
3,000
60
$662K 0.36%
+2,360
61
$541K 0.3%
2,165
62
$366K 0.2%
3,632
63
$346K 0.19%
10,358
-84,120
64
$344K 0.19%
4,975
-955
65
$290K 0.16%
1,913
66
$275K 0.15%
23,494
67
$272K 0.15%
9,470
68
$256K 0.14%
1,367
-209
69
$230K 0.13%
3,100
-300
70
$215K 0.12%
15,466
-1,210
71
$213K 0.12%
1,321
-280
72
$207K 0.11%
18,964
73
$199K 0.11%
50,000
74
$182K 0.1%
16,162
75
$148K 0.08%
+10,025
1 2
3
4