WAOTB

Wealth Advisors of Tampa Bay Portfolio holdings

AUM $265M
1-Year Est. Return 22.97%
This Quarter Est. Return
1 Year Est. Return
+22.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.22M
3
+$1.63M
4
NVDA icon
NVIDIA
NVDA
+$797K
5
BAC icon
Bank of America
BAC
+$724K

Top Sells

1
+$1.5M
2
+$1.06M
3
+$1.01M
4
MCHP icon
Microchip Technology
MCHP
+$718K
5
RTX icon
RTX Corp
RTX
+$133K

Sector Composition

1 Technology 28.64%
2 Consumer Discretionary 12.1%
3 Communication Services 11.81%
4 Financials 9.52%
5 Industrials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.54M 0.64%
10,313
-35
52
$1.52M 0.63%
11,102
-310
53
$1.44M 0.6%
116,162
54
$1.37M 0.57%
1,535
-121
55
$1.36M 0.57%
3,920
56
$1.32M 0.55%
32,433
57
$1.24M 0.52%
35,683
+125
58
$1.17M 0.49%
4,161
+829
59
$1.16M 0.48%
4,267
+1,030
60
$1.15M 0.48%
3,002
+2
61
$1.14M 0.47%
25,413
-325
62
$1.12M 0.47%
6,580
+3
63
$1.01M 0.42%
15,052
+340
64
$992K 0.41%
8,461
+1
65
$987K 0.41%
12,645
-395
66
$952K 0.4%
22,255
-150
67
$949K 0.4%
1,646
-90
68
$797K 0.33%
+6,565
69
$724K 0.3%
+18,239
70
$648K 0.27%
6,734
+3,006
71
$488K 0.2%
1,515
+95
72
$377K 0.16%
1,965
73
$376K 0.16%
32,000
74
$332K 0.14%
+6,080
75
$325K 0.14%
+1,183
1 2
3
4