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

Top Buys

1 +$2M
2 +$1.51M
3 +$454K
4
KHC icon
Kraft Heinz
KHC
+$399K
5
WMT icon
Walmart Inc
WMT
+$350K

Top Sells

1 +$476K
2 +$451K
3 +$98.1K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$92.5K
5
TTE icon
TotalEnergies
TTE
+$70.5K

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