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
$138M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$3.4M
2 +$3.06M
3 +$2.52M
4
AMAT icon
Applied Materials
AMAT
+$2.38M
5
CAH icon
Cardinal Health
CAH
+$2.38M

Top Sells

1 +$4.28M
2 +$3.89M
3 +$2.36M
4
WBA
Walgreens Boots Alliance
WBA
+$1.67M
5
DFS
Discover Financial Services
DFS
+$1.32M

Sector Composition

1 Technology 19.6%
2 Communication Services 11.91%
3 Consumer Staples 11.19%
4 Industrials 10.45%
5 Healthcare 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-29,207