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
$169M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.45M
3
+$1.31M
4
AVGO icon
Broadcom
AVGO
+$1.25M
5
BCE icon
BCE
BCE
+$1.01M

Top Sells

1
+$550K
2
+$312K
3
+$278K
4
LH icon
Labcorp
LH
+$150K
5
ETB
Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
+$81.8K

Sector Composition

1 Technology 22.31%
2 Healthcare 13.48%
3 Communication Services 13.45%
4 Financials 9.79%
5 Consumer Discretionary 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$330K 0.2%
20,000
77
$268K 0.16%
+1,213
78
$255K 0.15%
+1,350
79
$220K 0.13%
15,979
80
$214K 0.13%
13,570
-5,430
81
$208K 0.12%
+1,470
82
– –
-2,823
1 2 3
4