WAOTB

Wealth Advisors of Tampa Bay Portfolio holdings

AUM $265M
1-Year Est. Return 22.97%
This Quarter Est. Return
1 Year Est. Return
+22.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.22M
3
+$1.63M
4
NVDA icon
NVIDIA
NVDA
+$797K
5
BAC icon
Bank of America
BAC
+$724K

Top Sells

1
+$1.5M
2
+$1.06M
3
+$1.01M
4
MCHP icon
Microchip Technology
MCHP
+$718K
5
RTX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$298K 0.12%
1,722
+4
77
$298K 0.12%
3,335
78
$270K 0.11%
1,222
+17
79
$241K 0.1%
13,455
80
$237K 0.1%
+2,435
81
$231K 0.1%
2,285
82
$226K 0.09%
+4,625
83
$218K 0.09%
4,900
84
$207K 0.09%
2,000
85
$202K 0.08%
13,966
86
$145K 0.06%
15,979
87
$110K 0.05%
50,000
88
$12K 0.01%
50,000
89
– –
-25,316
90
– –
-87,572
1 2 3
4