WAOTB
Wealth Advisors of Tampa Bay Portfolio holdings
AUM
$300M
1-Year Est. Return
22.98%
1 Year Est. Return
+22.98%
AUM
$265M
AUM Growth
+$19.2M
(+7.8%)
Holding
151
Top Buys
| 1 | +$3.86M | |
| 2 | +$2.82M | |
| 3 | +$1.09M | |
| 4 |
JPMorgan Limited Duration Bond ETF
JPLD
|
+$842K |
| 5 |
Truist Financial
TFC
|
+$682K |
Top Sells
| 1 | +$3.66M | |
| 2 | +$2.77M | |
| 3 | +$505K | |
| 4 |
Comcast
CMCSA
|
+$472K |
| 5 |
Walmart
WMT
|
+$420K |
Sector Composition
| 1 | Technology | 29.29% |
| 2 | Financials | 12.46% |
| 3 | Communication Services | 10.88% |
| 4 | Consumer Discretionary | 9.8% |
| 5 | Industrials | 7.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
GE Vernova
GEV
$157B
| – | – |
-224
|
|