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
126
$53.1K 0.02%
+640
127
$49.7K 0.02%
+200
128
$47.7K 0.02%
+300
129
$46.6K 0.02%
+200
130
$40.4K 0.02%
+450
131
$40.4K 0.02%
+435
132
$40.4K 0.02%
+150
133
$40K 0.02%
+2,790
134
$39.6K 0.02%
+553
135
$36.6K 0.01%
+688
136
$33.8K 0.01%
+400
137
$33.1K 0.01%
+115
138
$31.6K 0.01%
+185
139
$31.5K 0.01%
+317
140
$30.7K 0.01%
+200
141
$29.2K 0.01%
+685
142
$27.6K 0.01%
+292
143
$26.5K 0.01%
+81
144
$26.2K 0.01%
+750
145
$24.7K 0.01%
+373
146
$23.9K 0.01%
+400
147
$21.9K 0.01%
+140
148
$20.5K 0.01%
+100
149
$20.4K 0.01%
+1,825
150
$18.5K 0.01%
50,000
3 4 5
6
7