WAOTB

Wealth Advisors of Tampa Bay Portfolio holdings

AUM $300M
1-Year Est. Return 22.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$246M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$4.51M
2
+$2.41M
3
+$1.88M
4
PFE icon
Pfizer
PFE
+$1.72M
5
MMM icon
3M
MMM
+$971K

Top Sells

1
+$2.67M
2
+$1.37M
3
+$910K
4
WMT icon
Walmart Inc
WMT
+$897K
5
WM icon
Waste Management
WM
+$576K

Sector Composition

1 Technology 26.75%
2 Communication Services 11.68%
3 Financials 10.82%
4 Consumer Discretionary 10.28%
5 Industrials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.44M 0.59%
32,608
+125
52
$1.43M 0.58%
115,252
53
$1.4M 0.57%
20,555
+3,265
54
$1.37M 0.56%
33,237
+11,422
55
$1.35M 0.55%
16,513
+1,565
56
$1.33M 0.54%
115,672
57
$1.22M 0.5%
4,327
58
$1.1M 0.45%
6,920
+410
59
$1.07M 0.43%
16,361
+3,241
60
$1.05M 0.43%
3,000
-2
61
$1.02M 0.41%
24,278
-505
62
$1.01M 0.41%
8,460
-1
63
$925K 0.38%
1,646
64
$862K 0.35%
2,620
65
$850K 0.35%
5,667
+4,247
66
$830K 0.34%
+4,789
67
$768K 0.31%
+2,460
68
$652K 0.26%
2,092
+320
69
$614K 0.25%
2,636
+190
70
$497K 0.2%
11,900
-6,094
71
$472K 0.19%
1,348
+145
72
$391K 0.16%
32,000
73
$387K 0.16%
+782
74
$358K 0.15%
3,631
-1,575
75
$329K 0.13%
+3,150
1 2
3
4 5