WAOTB

Wealth Advisors of Tampa Bay Portfolio holdings

AUM $290M
1-Year Est. Return 21.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$324M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.7M
3
+$1.5M
4
CRM icon
Salesforce
CRM
+$1.03M
5
AMZN icon
Amazon
AMZN
+$868K

Top Sells

1
+$2.26M
2
+$2.22M
3
+$2.03M
4
STZ icon
Constellation Brands
STZ
+$1.13M
5
T icon
AT&T
T
+$676K

Sector Composition

1 Technology 24.1%
2 Communication Services 14.07%
3 Healthcare 13.18%
4 Consumer Discretionary 9.72%
5 Financials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-4,550
102
– –
-2,762
103
– –
-828
104
– –
-2,654
105
– –
-1,522
106
– –
-718
107
– –
-2,788
1 2 3 4
5