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
$408M
AUM Growth
+$227M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$9.13M
2
+$7.02M
3
+$6.47M
4
AVGO icon
Broadcom
AVGO
+$6.2M
5
PFE icon
Pfizer
PFE
+$5.24M

Top Sells

1
+$2.77M
2
+$531K

Sector Composition

1 Technology 24.06%
2 Healthcare 13.17%
3 Communication Services 11.42%
4 Financials 9.14%
5 Consumer Discretionary 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$239K 0.06%
+1,800
102
$239K 0.06%
+600
103
$238K 0.06%
+4,600
104
$238K 0.06%
+1,300
105
$236K 0.06%
+1,358
106
$231K 0.06%
+2,762
107
$226K 0.06%
+2,788
108
$224K 0.05%
+600
109
$224K 0.05%
+1,350
110
$221K 0.05%
+1,098
111
$220K 0.05%
+2,654
112
$206K 0.05%
+3,000
113
$204K 0.05%
+1,000
114
$202K 0.05%
+2,000
115
$200K 0.05%
+4,000
116
– –
-9,060
117
– –
-35,077
1 2 3 4
5