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
$234M
AUM Growth
-$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.07M
3
+$772K
4
CVX icon
Chevron
CVX
+$657K
5
GD icon
General Dynamics
GD
+$322K

Top Sells

1
+$2.38M
2
+$1.96M
3
+$1.75M
4
LH icon
Labcorp
LH
+$1.36M
5
VZ icon
Verizon
VZ
+$1.3M

Sector Composition

1 Technology 31.38%
2 Consumer Discretionary 11.48%
3 Communication Services 10.59%
4 Financials 10.47%
5 Industrials 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.41M 0.61%
115,252
-477
52
$1.38M 0.59%
1,302
-233
53
$1.38M 0.59%
32,483
+50
54
$1.35M 0.58%
115,672
-490
55
$1.34M 0.58%
17,290
+2,238
56
$1.16M 0.5%
14,948
-9,333
57
$1.12M 0.48%
13,120
+475
58
$1.02M 0.44%
3,002
59
$1.01M 0.43%
24,783
-630
60
$969K 0.41%
1,646
61
$946K 0.41%
21,815
-440
62
$910K 0.39%
8,461
63
$910K 0.39%
15,863
-7,330
64
$899K 0.39%
6,695
+130
65
$791K 0.34%
17,994
-245
66
$723K 0.31%
2,620
-1,300
67
$580K 0.25%
5,206
-1,528
68
$561K 0.24%
2,446
-5,915
69
$462K 0.2%
1,772
+257
70
$380K 0.16%
1,203
+20
71
$374K 0.16%
32,000
72
$334K 0.14%
3,335
73
$333K 0.14%
1,965
74
$333K 0.14%
6,080
75
$289K 0.12%
1,722
1 2
3
4