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
$131M
AUM Growth
-$7.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$1.47M
3
+$1.24M
4
PPL icon
PPL Corp
PPL
+$884K
5
MCHP icon
Microchip Technology
MCHP
+$487K

Top Sells

1
+$5.38M
2
+$4.24M
3
+$4.21M
4
CA
CA, Inc.
CA
+$3.31M
5
LOW icon
Lowe's Companies
LOW
+$1.9M

Sector Composition

1 Technology 22.81%
2 Financials 13.67%
3 Industrials 12.58%
4 Healthcare 8.76%
5 Consumer Discretionary 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.04M 3.85%
64,487
+2,400
2
$4.73M 3.61%
57,805
+225
3
$4.58M 3.5%
100,318
+10,662
4
$4.46M 3.4%
88,749
-1,563
5
$4.3M 3.28%
53,080
+11
6
$4.29M 3.28%
49,965
-200
7
$4.21M 3.22%
173,034
+11,850
8
$4.21M 3.21%
146,609
+30,804
9
$4.21M 3.21%
34,631
+475
10
$4.18M 3.19%
376,325
+4,766
11
$4.15M 3.17%
41,331
-1,054
12
$3.77M 2.88%
58,843
-1,104
13
$3.76M 2.87%
80,340
+220
14
$3.75M 2.87%
87,661
+6,940
15
$3.57M 2.73%
33,586
+2,409
16
$3.29M 2.51%
38,360
+480
17
$3.26M 2.49%
86,643
-850
18
$3.2M 2.45%
100,642
+1,877
19
$3.12M 2.38%
32,420
-845
20
$2.99M 2.28%
135,570
+118,355
21
$2.92M 2.23%
88,215
+3,230
22
$2.89M 2.21%
50,620
+1,200
23
$2.78M 2.12%
49,395
+1,471
24
$2.34M 1.79%
54,230
+4,020
25
$2.31M 1.76%
69,456
+4,055
1
2 3