WAOTB
Wealth Advisors of Tampa Bay Portfolio holdings
AUM
$265M
1-Year Est. Return
22.97%
1 Year Est. Return
+22.97%
AUM
$246M
AUM Growth
+$12.5M
(+5.3%)
Holding
152
Top Buys
| 1 | +$4.51M | |
| 2 | +$2.41M | |
| 3 | +$1.88M | |
| 4 |
Pfizer
PFE
|
+$1.72M |
| 5 |
3M
MMM
|
+$971K |
Top Sells
| 1 | +$2.67M | |
| 2 | +$1.37M | |
| 3 | +$910K | |
| 4 |
Walmart
WMT
|
+$897K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
151
Expedia Group
EXPE
$26.6B
| – | – |
-1,305
|
|
||
152
Microchip Technology
MCHP
$35.2B
| – | – |
-15,863
|
|