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
$123M
AUM Growth
-$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$2.29M
3
+$2.26M
4
IPG icon
Interpublic Group of Companies
IPG
+$1.99M
5
NWL icon
Newell Brands
NWL
+$748K

Top Sells

1
+$3.16M
2
+$2.23M
3
+$2.2M
4
HBI icon
Hanesbrands
HBI
+$1.76M
5
LEG icon
Leggett & Platt
LEG
+$1.68M

Sector Composition

1 Technology 20.03%
2 Consumer Staples 12.96%
3 Industrials 10.35%
4 Healthcare 10.06%
5 Financials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.62M 4.57%
61,149
-4,062
2
$4.94M 4.02%
55,622
-1,728
3
$4.55M 3.7%
245,012
+40,227
4
$4.37M 3.55%
93,229
-1,565
5
$4.28M 3.48%
33,190
-921
6
$4.25M 3.45%
118,128
+4,160
7
$4.12M 3.35%
145,316
-4,423
8
$4.03M 3.28%
54,061
+501
9
$3.96M 3.22%
58,062
+8,610
10
$3.85M 3.13%
178,500
+1,541
11
$3.64M 2.96%
35,835
12
$3.5M 2.84%
80,734
-680
13
$3.06M 2.49%
66,366
+204
14
$3.05M 2.48%
+89,614
15
$3.03M 2.47%
105,631
-2,436
16
$2.96M 2.4%
37,191
+2,363
17
$2.91M 2.37%
33,951
-100
18
$2.88M 2.34%
38,260
-200
19
$2.84M 2.31%
72,056
-4,144
20
$2.63M 2.14%
50,360
-360
21
$2.36M 1.92%
20,689
-625
22
$2.31M 1.87%
59,256
+2,726
23
$2.29M 1.86%
+44,050
24
$2.26M 1.84%
+24,936
25
$2.24M 1.82%
109,603
+19,839
1
2 3