WAOTB
Wealth Advisors of Tampa Bay Portfolio holdings
AUM
$265M
This Quarter Return
+9%
1 Year Return
+22.97%
3 Year Return
+61.8%
5 Year Return
+101.87%
10 Year Return
–
AUM
$408M
AUM Growth
+$408M
(+125%)
Cap. Flow
+$214M
Cap. Flow
% of AUM
52.48%
Top 10 Holdings %
Top 10 Hldgs %
27.45%
Holding
117
New
36
Increased
79
Reduced
–
Closed
2
Top Buys
| 1 |
Apple
AAPL
|
$9.13M |
| 2 |
Walmart
WMT
|
$7.02M |
| 3 |
Microsoft
MSFT
|
$6.47M |
| 4 |
Broadcom
AVGO
|
$6.2M |
| 5 |
Pfizer
PFE
|
$5.24M |
Top Sells
| 1 |
Tyson Foods
TSN
|
$2.77M |
| 2 |
Alaska Air
ALK
|
$531K |
Sector Composition
| 1 | Technology | 24.06% |
| 2 | Healthcare | 13.17% |
| 3 | Communication Services | 11.42% |
| 4 | Financials | 9.14% |
| 5 | Consumer Discretionary | 8.57% |
