WAOTB

Wealth Advisors of Tampa Bay Portfolio holdings

AUM $290M
1-Year Est. Return 21.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.28%
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 +$4.5M
2 +$2.21M
3 +$2.19M
4
PFE icon
Pfizer
PFE
+$1.78M
5
PNC icon
PNC Financial Services
PNC
+$974K

Top Sells

1 +$2.49M
2 +$1.36M
3 +$958K
4
MCHP icon
Microchip Technology
MCHP
+$910K
5
WM icon
Waste Management
WM
+$551K

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
-1,305
152
-15,863