WAOTB

Wealth Advisors of Tampa Bay Portfolio holdings

AUM $300M
1-Year Est. Return 22.98%
This Quarter Est. Return
1 Year Est. Return
+22.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$2.5M
2 +$736K
3 +$672K
4
NOW icon
ServiceNow
NOW
+$580K
5
GILD icon
Gilead Sciences
GILD
+$509K

Top Sells

1 +$2.35M
2 +$626K
3 +$465K
4
GSK icon
GSK
GSK
+$399K
5
WM icon
Waste Management
WM
+$327K

Sector Composition

1 Technology 23.71%
2 Healthcare 13.53%
3 Communication Services 11.58%
4 Financials 9.6%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$281K 0.16%
3,435
-2,520
77
$278K 0.15%
1,213
78
$260K 0.14%
1,350
79
$259K 0.14%
1,753
+283
80
$228K 0.13%
13,570
81
$215K 0.12%
15,979
82
-80,389