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
$234M
AUM Growth
-$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.07M
3
+$772K
4
CVX icon
Chevron
CVX
+$657K
5
GD icon
General Dynamics
GD
+$322K

Top Sells

1
+$2.38M
2
+$1.96M
3
+$1.75M
4
LH icon
Labcorp
LH
+$1.36M
5
VZ icon
Verizon
VZ
+$1.3M

Sector Composition

1 Technology 31.38%
2 Consumer Discretionary 11.48%
3 Communication Services 10.59%
4 Financials 10.47%
5 Industrials 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$257K 0.11%
1,163
-59
77
$249K 0.11%
4,625
78
$243K 0.1%
1,305
-12,777
79
$235K 0.1%
4,900
80
$232K 0.1%
2,397
+112
81
$231K 0.1%
13,455
82
$216K 0.09%
1,420
-5,160
83
$209K 0.09%
13,966
84
$145K 0.06%
15,979
85
$91K 0.04%
50,000
86
$7K ﹤0.01%
50,000
87
– –
-35,683
88
– –
-2,435
89
– –
-2,000
1 2 3
4