WAOTB

Wealth Advisors of Tampa Bay Portfolio holdings

AUM $290M
1-Year Est. Return 21.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$265M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$2.59M
3
+$1.17M
4
JPLD icon
JPMorgan Limited Duration Bond ETF
JPLD
+$836K
5
TFC icon
Truist Financial
TFC
+$621K

Top Sells

1
+$2.88M
2
+$2.77M
3
+$468K
4
CMCSA icon
Comcast
CMCSA
+$458K
5
WMT icon
Walmart Inc
WMT
+$409K

Sector Composition

1 Technology 29.29%
2 Financials 12.46%
3 Communication Services 10.88%
4 Consumer Discretionary 9.8%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.88M 0.71%
3,875
52
$1.62M 0.61%
21,842
+5,481
53
$1.44M 0.54%
31,875
-733
54
$1.43M 0.54%
16,673
+160
55
$1.39M 0.52%
6,745
-175
56
$1.37M 0.52%
115,252
57
$1.31M 0.49%
4,390
+1,930
58
$1.31M 0.49%
115,672
59
$1.26M 0.48%
61,788
+525
60
$1.19M 0.45%
9,017
+3,350
61
$1.05M 0.4%
4,432
+105
62
$1.03M 0.39%
3,000
63
$1.03M 0.39%
24,778
+500
64
$944K 0.36%
1,520
-126
65
$924K 0.35%
8,572
+112
66
$877K 0.33%
4,828
+39
67
$866K 0.33%
2,620
68
$725K 0.27%
2,761
+125
69
$573K 0.22%
2,052
-40
70
$563K 0.21%
11,900
71
$558K 0.21%
1,573
+225
72
$477K 0.18%
23,385
+13,360
73
$477K 0.18%
877
+95
74
$450K 0.17%
3,631
75
$397K 0.15%
32,000
1 2
3
4 5