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
$109M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$526K
3
+$185K
4
CRM icon
Salesforce
CRM
+$102K
5
AAPL icon
Apple
AAPL
+$79.3K

Top Sells

1
+$3.28M
2
+$2.57M
3
+$2.4M
4
CAH icon
Cardinal Health
CAH
+$2M
5
NWL icon
Newell Brands
NWL
+$1.89M

Sector Composition

1 Technology 18.97%
2 Communication Services 14.51%
3 Healthcare 13.37%
4 Financials 10.08%
5 Industrials 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.78M 4.4%
65,080
+1,080
2
$4.15M 3.82%
69,975
-460
3
$4.02M 3.7%
136,154
-1,542
4
$3.93M 3.62%
34,506
-100
5
$3.63M 3.35%
60,705
-9,389
6
$3.54M 3.26%
55,199
+8,194
7
$3.51M 3.23%
37,841
+306
8
$3.46M 3.19%
21,946
-55
9
$3.44M 3.17%
76,560
+1,059
10
$3.34M 3.08%
93,123
-1,110
11
$3.19M 2.93%
94,880
-1,025
12
$3.11M 2.86%
12,899
+80
13
$3.04M 2.8%
45,340
-300
14
$2.88M 2.65%
25,405
-115
15
$2.8M 2.58%
144,746
+500
16
$2.63M 2.42%
54,794
-1,829
17
$2.54M 2.34%
47,365
-465
18
$2.33M 2.15%
57,212
-680
19
$2.25M 2.07%
23,851
20
$2.24M 2.07%
10,268
+126
21
$2.24M 2.06%
32,080
-13,068
22
$2.22M 2.04%
17,752
23
$2.21M 2.03%
114,774
-98,231
24
$2.07M 1.9%
60,396
+500
25
$2.01M 1.85%
27,054
-394
1
2 3