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
$175M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.49M
3
+$427K
4
KHC icon
Kraft Heinz
KHC
+$390K
5
WMT icon
Walmart
WMT
+$362K

Top Sells

1
+$451K
2
+$372K
3
+$113K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$92.6K
5
TTE icon
TotalEnergies
TTE
+$67.7K

Sector Composition

1 Technology 27.45%
2 Communication Services 13.02%
3 Consumer Discretionary 11.82%
4 Healthcare 10.33%
5 Financials 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$20.3K 0.01%
50,000
77
– –
-3,255
1 2 3
4