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
$143M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$3.09M
3
+$2.43M
4
XOM icon
Exxon Mobil
XOM
+$2.05M
5
GD icon
General Dynamics
GD
+$1.59M

Top Sells

1
+$4.29M
2
+$3.07M
3
+$1.69M
4
QCOM icon
Qualcomm
QCOM
+$766K
5
BCC icon
Boise Cascade
BCC
+$659K

Sector Composition

1 Technology 19.9%
2 Financials 14.11%
3 Industrials 12.99%
4 Consumer Staples 10.96%
5 Consumer Discretionary 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.42M 3.8%
65,211
+724
2
$5.18M 3.63%
57,350
-455
3
$4.72M 3.31%
34,111
-520
4
$4.5M 3.15%
113,968
+13,650
5
$4.49M 3.15%
176,959
+3,925
6
$4.48M 3.14%
94,794
+6,045
7
$4.38M 3.07%
149,739
+3,130
8
$4.32M 3.03%
53,560
+480
9
$4.3M 3.02%
76,200
-4,140
10
$4.21M 2.95%
49,452
+24,125
11
$4.15M 2.91%
+204,785
12
$4.09M 2.87%
35,835
-5,496
13
$3.95M 2.77%
81,414
-6,247
14
$3.85M 2.7%
38,460
+100
15
$3.75M 2.63%
34,828
+1,242
16
$3.54M 2.48%
192,175
+56,605
17
$3.52M 2.47%
108,067
+7,425
18
$3.48M 2.44%
66,162
+16,767
19
$3.39M 2.38%
89,764
+3,121
20
$3.37M 2.36%
108,313
+20,098
21
$3.16M 2.22%
58,359
-484
22
$3.15M 2.21%
34,051
+1,631
23
$3.09M 2.17%
+70,610
24
$3.06M 2.15%
50,720
+100
25
$2.52M 1.77%
53,820
-410
1
2 3