WAOTB
Wealth Advisors of Tampa Bay Portfolio holdings
AUM
$265M
This Quarter Return
+8.98%
1 Year Return
+22.97%
3 Year Return
+61.8%
5 Year Return
+101.87%
10 Year Return
–
AUM
$240M
AUM Growth
+$240M
(+12%)
Cap. Flow
+$19.7M
Cap. Flow
% of AUM
8.21%
Top 10 Holdings %
Top 10 Hldgs %
32.37%
Holding
90
New
9
Increased
36
Reduced
27
Closed
2
Top Buys
| 1 |
Broadcom
AVGO
|
$11.5M |
| 2 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$2.9M |
| 3 |
Chevron
CVX
|
$2.22M |
| 4 |
Pacer Data & Infrastructure Real Estate ETF
SRVR
|
$1.63M |
| 5 |
NVIDIA
NVDA
|
$797K |
Top Sells
| 1 |
CVS Health
CVS
|
$1.5M |
| 2 |
WBA
Walgreens Boots Alliance
WBA
|
$1.06M |
| 3 |
Apple
AAPL
|
$1.01M |
| 4 |
Microchip Technology
MCHP
|
$718K |
| 5 |
RTX Corp
RTX
|
$133K |
Sector Composition
| 1 | Technology | 28.64% |
| 2 | Consumer Discretionary | 12.1% |
| 3 | Communication Services | 11.81% |
| 4 | Financials | 9.52% |
| 5 | Industrials | 7.47% |
