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
-$69K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$2.69M
3
+$1.06M
4
PSX icon
Phillips 66
PSX
+$829K
5
ENB icon
Enbridge
ENB
+$743K

Top Sells

1
+$3.09M
2
+$1.56M
3
+$1.47M
4
PG icon
Procter & Gamble
PG
+$1.23M
5
CELG
Celgene Corp
CELG
+$922K

Sector Composition

1 Technology 18.57%
2 Healthcare 11.39%
3 Communication Services 11.36%
4 Consumer Staples 10.46%
5 Industrials 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.02M 3.64%
45,762
-11,209
2
$4.57M 3.32%
39,591
-13,563
3
$4.42M 3.2%
50,526
-1,820
4
$4.12M 2.99%
162,909
-24,087
5
$4.11M 2.98%
+78,435
6
$3.84M 2.79%
80,307
+2,178
7
$3.79M 2.75%
49,464
-7,061
8
$3.7M 2.69%
240,227
-762
9
$3.61M 2.62%
181,155
-2,625
10
$3.6M 2.61%
72,764
-396
11
$3.56M 2.58%
84,116
-19,155
12
$3.48M 2.52%
30,795
-995
13
$3.4M 2.47%
109,696
-29,728
14
$3.29M 2.39%
60,161
-10,955
15
$3.28M 2.38%
24,458
-6,100
16
$3.27M 2.37%
106,300
-1,707
17
$3.21M 2.33%
35,643
-583
18
$2.83M 2.06%
53,922
-2,015
19
$2.83M 2.05%
29,009
+1,920
20
$2.82M 2.05%
68,359
-2,004
21
$2.73M 1.98%
93,673
-2,375
22
$2.69M 1.96%
+14,619
23
$2.69M 1.96%
49,760
-200
24
$2.67M 1.94%
59,395
-615
25
$2.67M 1.93%
144,480
+8,400
1
2 3