WAOTB

Wealth Advisors of Tampa Bay Portfolio holdings

AUM $265M
1-Year Est. Return 22.97%
This Quarter Est. Return
1 Year Est. Return
+22.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
-$7.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$1.16M
3
+$388K
4
OXY icon
Occidental Petroleum
OXY
+$335K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$262K

Top Sells

1
+$3.05M
2
+$1.19M
3
+$275K
4
CSCO icon
Cisco
CSCO
+$268K
5
HEES
H&E Equipment Services
HEES
+$253K

Sector Composition

1 Technology 21.73%
2 Industrials 12.14%
3 Financials 12.14%
4 Healthcare 11.13%
5 Consumer Discretionary 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.92M 3.56%
62,087
+14,605
2
$4.85M 3.51%
57,580
+1,453
3
$4.71M 3.4%
90,312
-2,320
4
$4.42M 3.2%
67,976
+5,157
5
$4.37M 3.16%
34,156
+1,116
6
$4.34M 3.14%
161,184
+1,351
7
$4.24M 3.07%
44,791
-2,905
8
$4.21M 3.04%
159,520
-70
9
$4.12M 2.98%
371,559
+18,405
10
$4.09M 2.96%
89,656
-760
11
$4.01M 2.9%
53,069
+5,135
12
$3.88M 2.81%
50,165
+268
13
$3.88M 2.8%
59,947
+3,754
14
$3.87M 2.8%
42,385
-998
15
$3.46M 2.51%
80,721
-6,252
16
$3.37M 2.43%
87,493
-6,585
17
$3.36M 2.43%
80,120
+116
18
$3.32M 2.4%
84,985
-823
19
$3.31M 2.4%
97,575
-830
20
$3.27M 2.37%
+115,805
21
$3.26M 2.36%
98,765
+840
22
$3.11M 2.25%
31,177
+1,428
23
$3.04M 2.2%
33,265
+1,300
24
$2.74M 1.98%
37,880
-760
25
$2.56M 1.85%
49,420
+1,400
1
2 3