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
$324M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.7M
3
+$1.64M
4
COF icon
Capital One
COF
+$1.28M
5
CRM icon
Salesforce
CRM
+$962K

Top Sells

1
+$2.22M
2
+$2.18M
3
+$2.06M
4
NVG icon
Nuveen AMT-Free Municipal Credit Income Fund
NVG
+$1.96M
5
STZ icon
Constellation Brands
STZ
+$1.08M

Sector Composition

1 Technology 24.1%
2 Communication Services 14.07%
3 Healthcare 13.18%
4 Consumer Discretionary 9.72%
5 Financials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$354K 0.11%
690
77
$346K 0.11%
23,000
78
$333K 0.1%
31,958
79
$279K 0.09%
650
80
$270K 0.08%
2,800
81
$256K 0.08%
2,000
82
$255K 0.08%
1,800
83
$250K 0.08%
1,800
84
$249K 0.08%
923
85
$246K 0.08%
1,600
-300
86
$235K 0.07%
838
+238
87
$228K 0.07%
1,208
+8
88
$226K 0.07%
1,358
89
$221K 0.07%
4,000
90
$219K 0.07%
1,200
91
$212K 0.07%
2,298
+174
92
$207K 0.06%
+1,168
93
$206K 0.06%
2,870
-138
94
$202K 0.06%
1,000
95
$50K 0.02%
+100,000
96
– –
-828
97
– –
-1,098
98
– –
-40,830
99
– –
-3,600
100
– –
-7,346
1 2 3
4
5