WAOTB

Wealth Advisors of Tampa Bay Portfolio holdings

AUM $300M
1-Year Est. Return 22.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$246M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$4.51M
2
+$2.41M
3
+$1.88M
4
PFE icon
Pfizer
PFE
+$1.72M
5
MMM icon
3M
MMM
+$971K

Top Sells

1
+$2.67M
2
+$1.37M
3
+$910K
4
WMT icon
Walmart Inc
WMT
+$897K
5
WM icon
Waste Management
WM
+$576K

Sector Composition

1 Technology 26.75%
2 Communication Services 11.68%
3 Financials 10.82%
4 Consumer Discretionary 10.28%
5 Industrials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$116K 0.05%
+1,000
102
$111K 0.04%
+300
103
$111K 0.04%
+1,624
104
$106K 0.04%
+414
105
$102K 0.04%
+4,425
106
$101K 0.04%
+500
107
$99.5K 0.04%
+190
108
$99.2K 0.04%
+657
109
$88.2K 0.04%
+794
110
$80.9K 0.03%
1,250
-41,341
111
$80.7K 0.03%
+772
112
$80.3K 0.03%
+865
113
$80K 0.03%
50,000
114
$79.4K 0.03%
+375
115
$76.6K 0.03%
+81
116
$76.2K 0.03%
+1,306
117
$75K 0.03%
+134
118
$73.2K 0.03%
+545
119
$72K 0.03%
+378
120
$68.4K 0.03%
+224
121
$65.2K 0.03%
+150
122
$61.9K 0.03%
+600
123
$60.3K 0.02%
+571
124
$55.6K 0.02%
+350
125
$54.2K 0.02%
+100
3 4
5
6 7