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
$210M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$1.93M
3
+$1.3M
4
BCE icon
BCE
BCE
+$1.11M
5
ADBE icon
Adobe
ADBE
+$883K

Top Sells

1
+$3.68M
2
+$3.19M
3
+$817K
4
AVGO icon
Broadcom
AVGO
+$722K
5
COF icon
Capital One
COF
+$524K

Sector Composition

1 Technology 27.82%
2 Communication Services 12.06%
3 Consumer Discretionary 11.93%
4 Healthcare 9.72%
5 Financials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$207K 0.1%
2,435
-500
77
$204K 0.1%
+4,900
78
$192K 0.09%
50,000
79
$191K 0.09%
13,966
80
$127K 0.06%
15,979
81
$18.1K 0.01%
50,000
82
– –
-6,770
83
– –
-55,333
84
– –
-4,683
85
– –
-7,911
86
– –
-84,971
1 2 3
4