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
$324M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$1.7M
3
+$1.64M
4
COF icon
Capital One
COF
+$1.28M
5
CRM icon
Salesforce
CRM
+$962K

Top Sells

1
+$2.22M
2
+$2.18M
3
+$2.06M
4
NVG icon
Nuveen AMT-Free Municipal Credit Income Fund
NVG
+$1.96M
5
STZ icon
Constellation Brands
STZ
+$1.08M

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
– –
-1,350
104
– –
-2,654
105
– –
-1,522
106
– –
-718
107
– –
-2,788
108
– –
-82,588
1 2 3 4
5