WAOTB
Wealth Advisors of Tampa Bay Portfolio holdings
AUM
$265M
This Quarter Return
-7.09%
1 Year Return
+22.97%
3 Year Return
+61.8%
5 Year Return
+101.87%
10 Year Return
–
AUM
$146M
AUM Growth
+$146M
(-55%)
Cap. Flow
-$148M
Cap. Flow
% of AUM
-101.29%
Top 10 Holdings %
Top 10 Hldgs %
32.15%
Holding
96
New
1
Increased
1
Reduced
75
Closed
19
Top Buys
| 1 |
Kraft Heinz
KHC
|
$1.43M |
Top Sells
| 1 |
Apple
AAPL
|
$7.34M |
| 2 |
Amgen
AMGN
|
$6.58M |
| 3 |
PPL Corp
PPL
|
$6.03M |
| 4 |
Waste Management
WM
|
$5.98M |
| 5 |
Microsoft
MSFT
|
$4.7M |
Sector Composition
| 1 | Technology | 24.61% |
| 2 | Communication Services | 13.73% |
| 3 | Consumer Discretionary | 11.29% |
| 4 | Healthcare | 11.17% |
| 5 | Financials | 9.52% |
