WAOTB

Wealth Advisors of Tampa Bay Portfolio holdings

AUM $300M
1-Year Est. Return 22.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$246M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$4.51M
2
+$2.41M
3
+$1.88M
4
PFE icon
Pfizer
PFE
+$1.72M
5
MMM icon
3M
MMM
+$971K

Top Sells

1
+$2.67M
2
+$1.37M
3
+$910K
4
WMT icon
Walmart Inc
WMT
+$897K
5
WM icon
Waste Management
WM
+$576K

Sector Composition

1 Technology 26.75%
2 Communication Services 11.68%
3 Financials 10.82%
4 Consumer Discretionary 10.28%
5 Industrials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$311K 0.13%
6,080
77
$293K 0.12%
1,718
-4
78
$291K 0.12%
3,268
-67
79
$283K 0.11%
13,455
80
$262K 0.11%
4,900
81
$254K 0.1%
+10,025
82
$251K 0.1%
2,535
+138
83
$251K 0.1%
1,465
-500
84
$247K 0.1%
4,625
85
$234K 0.1%
1,171
+8
86
$226K 0.09%
+3,768
87
$201K 0.08%
+5,875
88
$191K 0.08%
13,966
89
$180K 0.07%
+860
90
$174K 0.07%
+2,000
91
$163K 0.07%
+2,900
92
$157K 0.06%
+640
93
$151K 0.06%
+1,445
94
$148K 0.06%
+150
95
$142K 0.06%
15,979
96
$133K 0.05%
+1,352
97
$128K 0.05%
+639
98
$126K 0.05%
+1,369
99
$125K 0.05%
+400
100
$122K 0.05%
+438
2 3
4
5 6