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
$214M
AUM Growth
+$3.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.36M
3
+$1.22M
4
ADBE icon
Adobe
ADBE
+$755K
5
MCD icon
McDonald's
MCD
+$479K

Top Sells

1
+$2.97M
2
+$1.98M
3
+$1.57M
4
CSCO icon
Cisco
CSCO
+$557K
5
SSB icon
SouthState Bank Corp
SSB
+$207K

Sector Composition

1 Technology 30.81%
2 Communication Services 12.47%
3 Consumer Discretionary 11.69%
4 Financials 8.74%
5 Healthcare 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.36M 0.63%
+19,195
52
$1.3M 0.61%
1,656
-7
53
$1.3M 0.6%
3,920
54
$1.28M 0.6%
3,332
+220
55
$1.17M 0.54%
11,412
-29,025
56
$1.15M 0.54%
32,433
57
$1.15M 0.54%
35,558
+2,990
58
$1.08M 0.51%
6,577
59
$1.06M 0.49%
87,572
60
$989K 0.46%
25,738
-51,593
61
$974K 0.45%
8,460
62
$967K 0.45%
3,237
+530
63
$950K 0.44%
1,736
64
$895K 0.42%
3,000
65
$870K 0.41%
22,405
+490
66
$757K 0.35%
13,040
-800
67
$444K 0.21%
1,420
68
$370K 0.17%
3,728
69
$361K 0.17%
1,965
70
$315K 0.15%
32,000
71
$290K 0.14%
3,335
72
$283K 0.13%
1,718
73
$263K 0.12%
2,000
74
$256K 0.12%
13,455
75
$244K 0.11%
1,205
+18
1 2
3
4