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
$120M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$2.08M
3
+$2.05M
4
NVG icon
Nuveen AMT-Free Municipal Credit Income Fund
NVG
+$1.48M
5
GLW icon
Corning
GLW
+$1.31M

Top Sells

1
+$427K
2
+$378K
3
+$233K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$149K
5
INTC icon
Intel
INTC
+$129K

Sector Composition

1 Technology 23.86%
2 Healthcare 15.81%
3 Communication Services 13.31%
4 Consumer Staples 9.28%
5 Industrials 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.99M 5%
65,684
+704
2
$4.24M 3.53%
20,826
-1,145
3
$4.23M 3.53%
39,950
+4,994
4
$3.52M 2.93%
58,798
-2,161
5
$3.35M 2.8%
57,030
-528
6
$3.23M 2.7%
124,849
+50,498
7
$3.16M 2.63%
138,300
+3,316
8
$3.09M 2.58%
43,640
-2,100
9
$3.08M 2.57%
13,073
+33
10
$3.03M 2.53%
82,280
+11,505
11
$3M 2.5%
76,968
+653
12
$2.95M 2.46%
24,026
+7,780
13
$2.92M 2.44%
174,165
+29,281
14
$2.85M 2.38%
46,222
-1,221
15
$2.75M 2.3%
19,960
-160
16
$2.65M 2.21%
102,615
+9,740
17
$2.64M 2.2%
14,083
+2,347
18
$2.62M 2.19%
10,468
19
$2.57M 2.14%
55,045
-745
20
$2.41M 2.01%
26,312
+795
21
$2.35M 1.96%
93,674
-414
22
$2.27M 1.89%
73,021
-284
23
$2.19M 1.83%
18,321
+61
24
$2.12M 1.77%
60,272
-1,530
25
$2.08M 1.74%
+27,090
1
2 3