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
$161M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$824K
2
+$746K
3
+$711K
4
AMZN icon
Amazon
AMZN
+$643K
5
MSFT icon
Microsoft
MSFT
+$556K

Top Sells

1
+$673K
2
+$634K
3
+$612K
4
USB icon
US Bancorp
USB
+$578K
5
VZ icon
Verizon
VZ
+$423K

Sector Composition

1 Technology 24.62%
2 Communication Services 12.84%
3 Consumer Discretionary 11.77%
4 Healthcare 10.59%
5 Financials 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-4,483
77
– –
-1,994
78
– –
-58,510
1 2 3
4