WAOTB

Wealth Advisors of Tampa Bay Portfolio holdings

AUM $302M
1-Year Est. Return 26.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$300M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$4.02M
3
+$3.02M
4
NOW icon
ServiceNow
NOW
+$1.97M
5
SPOT icon
Spotify
SPOT
+$1.83M

Top Sells

1
+$2.73M
2
+$1.3M
3
+$1.26M
4
LULU icon
lululemon athletica
LULU
+$1.05M
5
GS icon
Goldman Sachs
GS
+$722K

Sector Composition

1 Technology 30.02%
2 Financials 12.05%
3 Communication Services 11.27%
4 Consumer Discretionary 8.72%
5 Industrials 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.85M 0.62%
3,766
52
$1.82M 0.61%
+2,613
53
$1.57M 0.52%
16,988
+315
54
$1.47M 0.49%
+1,590
55
$1.47M 0.49%
10,048
-2,335
56
$1.42M 0.47%
115,252
57
$1.35M 0.45%
115,672
58
$1.28M 0.43%
25,425
-6,450
59
$1.27M 0.42%
9,017
60
$1.24M 0.41%
5,040
+650
61
$1.04M 0.35%
24,778
62
$1.04M 0.35%
3,000
63
$1.02M 0.34%
1,520
64
$966K 0.32%
8,572
65
$930K 0.31%
4,900
+72
66
$912K 0.3%
3,165
+545
67
$804K 0.27%
11,992
-9,850
68
$754K 0.25%
2,626
-135
69
$660K 0.22%
9,810
-16,415
70
$647K 0.22%
2,292
+240
71
$628K 0.21%
+582
72
$607K 0.2%
24,660
+1,275
73
$586K 0.2%
1,718
+145
74
$578K 0.19%
11,200
-700
75
$413K 0.14%
32,000
1 2
3
4