WAOTB
Wealth Advisors of Tampa Bay Portfolio holdings
AUM
$265M
This Quarter Return
+12.84%
1 Year Return
+22.97%
3 Year Return
+61.8%
5 Year Return
+101.87%
10 Year Return
–
AUM
$138M
AUM Growth
+$138M
(+12%)
Cap. Flow
+$830K
Cap. Flow
% of AUM
0.6%
Top 10 Holdings %
Top 10 Hldgs %
32.85%
Holding
76
New
9
Increased
14
Reduced
32
Closed
7
Top Buys
| 1 |
WBK
Westpac Banking Corporation
WBK
|
$3.4M |
| 2 |
Goodyear
GT
|
$3.06M |
| 3 |
Telus
TU
|
$2.52M |
| 4 |
Applied Materials
AMAT
|
$2.38M |
| 5 |
Cardinal Health
CAH
|
$2.38M |
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
$4.28M |
| 2 |
Microchip Technology
MCHP
|
$3.89M |
| 3 |
Kimberly-Clark
KMB
|
$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% |