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
$181M
AUM Growth
+$1.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$940K
2
+$691K
3
+$684K
4
DIS icon
Walt Disney
DIS
+$589K
5
T icon
AT&T
T
+$487K

Top Sells

1
+$771K
2
+$432K
3
+$396K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$390K
5
GS icon
Goldman Sachs
GS
+$372K

Sector Composition

1 Technology 23.51%
2 Healthcare 13.1%
3 Communication Services 12.64%
4 Financials 9.44%
5 Consumer Discretionary 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$256K 0.14%
3,435
77
$255K 0.14%
1,753
78
$248K 0.14%
+2,342
79
$242K 0.13%
5,700
-4,500
80
$213K 0.12%
15,979
81
$192K 0.11%
12,000
-1,570
82
– –
-11,125
83
– –
-1,350
1 2 3
4