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
$363M
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$9.96M
2
+$8.5M
3
+$6.74M
4
AVGO icon
Broadcom
AVGO
+$6.62M
5
WMT icon
Walmart
WMT
+$5.73M

Top Sells

1
+$1.29M
2
+$346K

Sector Composition

1 Technology 26.34%
2 Communication Services 12.6%
3 Consumer Discretionary 11.89%
4 Healthcare 9.77%
5 Financials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$355K 0.1%
6,200
+3,100
77
$352K 0.1%
27,932
+12,466
78
$349K 0.1%
+9,800
79
$328K 0.09%
32,324
+16,162
80
$322K 0.09%
+11,750
81
$311K 0.09%
+1,900
82
$288K 0.08%
+1,600
83
$279K 0.08%
+3,428
84
$274K 0.08%
+2,478
85
$274K 0.08%
31,958
+15,979
86
$272K 0.08%
+1,282
87
$272K 0.07%
+4,000
88
$266K 0.07%
+2,890
89
$259K 0.07%
+5,800
90
$237K 0.07%
+470
91
$227K 0.06%
+1,408
92
$223K 0.06%
+1,000
93
$212K 0.06%
+2,244
94
$209K 0.06%
+2,060
95
$208K 0.06%
+4,936
96
$208K 0.06%
+300
97
$203K 0.06%
+1,402
98
$47K 0.01%
100,000
+50,000
99
– –
-10,358
100
– –
-5,235
1 2 3
4