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
$363M
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$9.96M
2
+$8.5M
3
+$6.74M
4
AVGO icon
Broadcom
AVGO
+$6.62M
5
WMT icon
Walmart
WMT
+$5.73M

Top Sells

1
+$1.29M
2
+$346K

Sector Composition

1 Technology 26.34%
2 Communication Services 12.6%
3 Consumer Discretionary 11.89%
4 Healthcare 9.77%
5 Financials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.21M 0.61%
7,720
+5,360
52
$2.2M 0.61%
3,942
+1,971
53
$2.16M 0.6%
+12,774
54
$2.15M 0.59%
5,008
+2,504
55
$2.13M 0.59%
5,514
+2,757
56
$1.99M 0.55%
16,920
+8,316
57
$1.96M 0.54%
3,850
+1,960
58
$1.76M 0.48%
53,020
+27,510
59
$1.68M 0.46%
44,116
+22,108
60
$1.66M 0.46%
20,468
+10,379
61
$1.53M 0.42%
6,000
+3,000
62
$1.08M 0.3%
+23,570
63
$866K 0.24%
4,330
+2,165
64
$776K 0.21%
+4,634
65
$718K 0.2%
7,264
+3,632
66
$680K 0.19%
9,960
+4,985
67
$535K 0.15%
3,666
+1,753
68
$484K 0.13%
46,988
+23,494
69
$474K 0.13%
2,684
+1,317
70
$453K 0.12%
16,540
+7,070
71
$432K 0.12%
26,910
+16,885
72
$406K 0.11%
2,642
+1,321
73
$395K 0.11%
+5,870
74
$386K 0.11%
100,000
+50,000
75
$367K 0.1%
37,928
+18,964
1 2
3
4