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
$408M
AUM Growth
+$227M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$9.13M
2
+$7.02M
3
+$6.47M
4
AVGO icon
Broadcom
AVGO
+$6.2M
5
PFE icon
Pfizer
PFE
+$5.24M

Top Sells

1
+$2.77M
2
+$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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$594K 0.15%
3,796
+2,008
77
$556K 0.14%
+3,200
78
$550K 0.13%
6,870
+3,435
79
$549K 0.13%
3,506
+1,753
80
$477K 0.12%
+30,272
81
$439K 0.11%
31,958
+15,979
82
$411K 0.1%
24,000
+12,000
83
$379K 0.09%
+2,800
84
$373K 0.09%
+4,000
85
$358K 0.09%
+2,190
86
$358K 0.09%
+1,900
87
$346K 0.08%
+690
88
$343K 0.08%
+1,600
89
$341K 0.08%
+718
90
$290K 0.07%
+1,200
91
$282K 0.07%
+2,000
92
$280K 0.07%
+3,008
93
$277K 0.07%
+923
94
$258K 0.06%
+4,550
95
$256K 0.06%
+720
96
$255K 0.06%
+1,000
97
$254K 0.06%
+3,718
98
$243K 0.06%
+828
99
$243K 0.06%
+2,124
100
$241K 0.06%
+1,522
1 2 3
4
5