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
$369M
AUM Growth
-$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$4.04M
2
+$1.26M
3
+$1.25M
4
WM icon
Waste Management
WM
+$1.23M
5
INTC icon
Intel
INTC
+$1.16M

Top Sells

1
+$6.23M
2
+$5.54M
3
+$5.2M
4
IDV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$210K 0.06%
1,098
102
$210K 0.06%
2,762
103
$208K 0.06%
2,654
104
$208K 0.06%
1,522
105
– –
-2,000
106
– –
-1,000
107
– –
-30,338
108
– –
-3,718
109
– –
-3,000
110
– –
-76,354
111
– –
-92,498
112
– –
-4,000
113
– –
-40,000
114
– –
-26,396
115
– –
-1,300
116
– –
-600
1 2 3 4
5