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
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$3.06M
3
+$2.52M
4
AMAT icon
Applied Materials
AMAT
+$2.38M
5
CAH icon
Cardinal Health
CAH
+$2.38M

Top Sells

1
+$4.28M
2
+$3.89M
3
+$2.36M
4
WBA
Walgreens Boots Alliance
WBA
+$1.67M
5
DFS
Discover Financial Services
DFS
+$1.32M

Sector Composition

1 Technology 19.6%
2 Communication Services 11.91%
3 Consumer Staples 11.19%
4 Industrials 10.45%
5 Healthcare 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.93M 4.3%
56,971
-4,178
2
$5.52M 4.01%
53,154
-2,468
3
$4.57M 3.31%
56,525
-1,537
4
$4.55M 3.3%
52,346
-1,715
5
$4.43M 3.21%
186,996
+8,496
6
$4.42M 3.21%
139,424
-5,892
7
$4.2M 3.04%
78,129
-15,100
8
$4.13M 3%
103,271
+13,657
9
$3.84M 2.79%
71,116
-9,618
10
$3.7M 2.68%
240,989
-4,023
11
$3.6M 2.61%
30,558
-5,277
12
$3.47M 2.52%
73,160
+1,104
13
$3.4M 2.47%
36,226
-965
14
$3.4M 2.47%
+183,780
15
$3.35M 2.43%
31,790
-2,161
16
$3.34M 2.43%
37,560
-700
17
$3.33M 2.42%
108,007
+2,376
18
$3.09M 2.24%
64,011
-2,355
19
$3.06M 2.22%
+168,520
20
$2.94M 2.13%
49,960
-400
21
$2.9M 2.1%
55,937
-3,319
22
$2.6M 1.89%
70,363
-1,730
23
$2.52M 1.83%
+136,080
24
$2.47M 1.79%
27,089
+2,153
25
$2.41M 1.75%
96,048
-13,555
1
2 3 4