WAOTB

Wealth Advisors of Tampa Bay Portfolio holdings

AUM $290M
1-Year Est. Return 21.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
-$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M

Top Sells

1
+$8.34M
2
+$7.08M
3
+$6.16M
4
PPL icon
PPL Corp
PPL
+$6.03M
5
MSFT icon
Microsoft
MSFT
+$5.33M

Sector Composition

1 Technology 24.61%
2 Communication Services 13.73%
3 Consumer Discretionary 11.29%
4 Healthcare 11.17%
5 Financials 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$152K 0.1%
11,500
-11,500
77
$26K 0.02%
50,000
-50,000
78
– –
-4,000
79
– –
-2,000
80
– –
-923
81
– –
-1,600
82
– –
-1,800
83
– –
-2,870
84
– –
-2,800
85
– –
-2,298
86
– –
-650
87
– –
-1,000
88
– –
-1,358
89
– –
-222,414
90
– –
-838
91
– –
-690
92
– –
-1,200
93
– –
-1,208
94
– –
-7,120
95
– –
-1,800
96
– –
-1,168
1 2 3
4