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
$210M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$1.93M
3
+$1.3M
4
BCE icon
BCE
BCE
+$1.11M
5
ADBE icon
Adobe
ADBE
+$883K

Top Sells

1
+$3.68M
2
+$3.19M
3
+$817K
4
AVGO icon
Broadcom
AVGO
+$722K
5
COF icon
Capital One
COF
+$524K

Sector Composition

1 Technology 27.82%
2 Communication Services 12.06%
3 Consumer Discretionary 11.93%
4 Healthcare 9.72%
5 Financials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.42M 0.68%
3,920
52
$1.41M 0.67%
115,729
+50,000
53
$1.33M 0.63%
116,162
+50,000
54
$1.27M 0.6%
1,663
-293
55
$1.17M 0.56%
32,433
+6,323
56
$1.15M 0.55%
6,577
+50
57
$1.11M 0.53%
+32,568
58
$1.06M 0.5%
2,707
59
$1.04M 0.5%
3,000
60
$998K 0.47%
3,112
-225
61
$996K 0.47%
12,935
-300
62
$983K 0.47%
8,460
63
$927K 0.44%
13,840
+1,035
64
$913K 0.43%
1,736
-280
65
$854K 0.41%
21,915
66
$456K 0.22%
3,728
-615
67
$404K 0.19%
+1,420
68
$382K 0.18%
1,965
69
$306K 0.15%
32,000
70
$284K 0.14%
3,335
-1,570
71
$279K 0.13%
1,718
-115
72
$275K 0.13%
13,455
73
$250K 0.12%
1,187
-20
74
$236K 0.11%
+2,000
75
$224K 0.11%
2,285
1 2
3
4