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
$199M
AUM Growth
-$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$392K
3
+$387K
4
DPG
Duff & Phelps Utility and Infrastructure Fund
DPG
+$293K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$269K

Top Sells

1
+$9.61M
2
+$9.5M
3
+$8.37M
4
WM icon
Waste Management
WM
+$6.41M
5
WMT icon
Walmart
WMT
+$5.77M

Sector Composition

1 Technology 28.07%
2 Consumer Discretionary 11.98%
3 Communication Services 11.58%
4 Healthcare 9.01%
5 Industrials 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-2,060
102
– –
-1,900
103
– –
-1,408
1 2 3 4
5