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
$214M
AUM Growth
+$3.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.36M
3
+$1.22M
4
ADBE icon
Adobe
ADBE
+$755K
5
MCD icon
McDonald's
MCD
+$479K

Top Sells

1
+$2.97M
2
+$1.98M
3
+$1.57M
4
CSCO icon
Cisco
CSCO
+$557K
5
SSB icon
SouthState Bank Corp
SSB
+$207K

Sector Composition

1 Technology 30.81%
2 Communication Services 12.47%
3 Consumer Discretionary 11.69%
4 Financials 8.74%
5 Healthcare 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$222K 0.1%
2,285
77
$209K 0.1%
4,900
78
$205K 0.1%
50,000
79
$197K 0.09%
13,966
80
$112K 0.05%
15,979
81
$15K 0.01%
50,000
82
– –
-29,235
83
– –
-2,435
1 2 3
4