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
$121M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$156K
2
+$19.7K
3
+$4.22K
4
MCHP icon
Microchip Technology
MCHP
+$2.32K

Top Sells

1
+$3.48M
2
+$2.68M
3
+$1.61M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.21M
5
CL icon
Colgate-Palmolive
CL
+$966K

Sector Composition

1 Technology 16.51%
2 Healthcare 12.5%
3 Communication Services 12.42%
4 Industrials 10.79%
5 Financials 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.99M 3.31%
213,005
-27,222
2
$3.98M 3.3%
34,606
-4,985
3
$3.94M 3.27%
137,696
-25,213
4
$3.9M 3.23%
70,435
-8,000
5
$3.61M 3%
70,094
-10,213
6
$3.58M 2.97%
64,000
-8,764
7
$3.5M 2.9%
37,535
-12,991
8
$3.4M 2.82%
75,501
-8,615
9
$3.28M 2.72%
164,222
-16,933
10
$3.19M 2.65%
45,148
-4,316
11
$3.06M 2.54%
22,001
-2,457
12
$2.97M 2.46%
94,233
-15,463
13
$2.95M 2.45%
95,905
-10,395
14
$2.8M 2.32%
56,623
-3,538
15
$2.79M 2.31%
45,640
-4,120
16
$2.77M 2.3%
25,520
-3,489
17
$2.64M 2.19%
47,830
-6,092
18
$2.57M 2.13%
144,246
-234
19
$2.57M 2.13%
31,369
-4,274
20
$2.54M 2.11%
57,892
-10,467
21
$2.48M 2.06%
12,819
-1,800
22
$2.4M 1.99%
82,983
-10,690
23
$2.38M 1.98%
47,005
-6,255
24
$2.35M 1.95%
10,142
-440
25
$2.21M 1.83%
17,752
-28,010
1
2 3