WAOTB
Wealth Advisors of Tampa Bay Portfolio holdings
AUM
$265M
This Quarter Return
-3.36%
1 Year Return
+22.97%
3 Year Return
+61.8%
5 Year Return
+101.87%
10 Year Return
–
AUM
$369M
AUM Growth
+$369M
(-9.4%)
Cap. Flow
-$21.3M
Cap. Flow
% of AUM
-5.77%
Top 10 Holdings %
Top 10 Hldgs %
29.79%
Holding
116
New
1
Increased
39
Reduced
27
Closed
12
Top Buys
| 1 |
Best Buy
BBY
|
$4.04M |
| 2 |
Capital One
COF
|
$1.26M |
| 3 |
iShares Global Materials ETF
MXI
|
$1.25M |
| 4 |
Waste Management
WM
|
$1.23M |
| 5 |
Intel
INTC
|
$1.16M |
Top Sells
| 1 |
General Mills
GIS
|
$6.23M |
| 2 |
Gilead Sciences
GILD
|
$5.54M |
| 3 |
Procter & Gamble
PG
|
$5.2M |
| 4 |
iShares International Select Dividend ETF
IDV
|
$4.96M |
| 5 |
VMW
VMware, Inc
VMW
|
$3.52M |
Sector Composition
| 1 | Technology | 25.02% |
| 2 | Healthcare | 12.72% |
| 3 | Communication Services | 12.68% |
| 4 | Consumer Discretionary | 10.1% |
| 5 | Financials | 9.09% |
