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
$182M
AUM Growth
+$7.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$2.28M
3
+$1.9M
4
WBA
Walgreens Boots Alliance
WBA
+$1.19M
5
DXCM icon
DexCom
DXCM
+$922K

Top Sells

1
+$3.56M
2
+$2.81M
3
+$1.73M
4
AVGO icon
Broadcom
AVGO
+$1.44M
5
AAPL icon
Apple
AAPL
+$447K

Sector Composition

1 Technology 27.54%
2 Communication Services 12.73%
3 Consumer Discretionary 12.58%
4 Healthcare 10.02%
5 Industrials 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$124K 0.07%
15,979
77
$15.1K 0.01%
50,000
78
– –
-16,491
79
– –
-34,611
80
– –
-51,200
81
– –
-2,935
82
– –
-1,920
1 2 3
4