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
$169M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.49M
3
+$1.34M
4
AVGO icon
Broadcom
AVGO
+$1.26M
5
BCE icon
BCE
BCE
+$1.03M

Top Sells

1
+$597K
2
+$314K
3
+$312K
4
LH icon
Labcorp
LH
+$163K
5
ETB
Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
+$85.6K

Sector Composition

1 Technology 22.31%
2 Healthcare 13.48%
3 Communication Services 12.46%
4 Financials 9.79%
5 Consumer Discretionary 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.09M 4.2%
58,088
-593
2
$5.09M 3.01%
39,431
+723
3
$4.69M 2.78%
84,854
+2,823
4
$4.5M 2.66%
19,089
-75
5
$4.09M 2.42%
93,951
-7,220
6
$3.92M 2.32%
72,420
-1,021
7
$3.92M 2.32%
62,068
+2,479
8
$3.85M 2.28%
193,152
+18,022
9
$3.82M 2.26%
24,628
+763
10
$3.72M 2.2%
58,135
-859
11
$3.58M 2.12%
34,760
+660
12
$3.52M 2.08%
14,144
+945
13
$3.49M 2.07%
10,678
-8
14
$3.42M 2.02%
73,381
+4,801
15
$3.38M 2%
11,070
-4
16
$3.23M 1.91%
62,445
-176
17
$3.16M 1.87%
87,247
+16,832
18
$3.12M 1.84%
26,379
+565
19
$3.1M 1.84%
20,060
+260
20
$2.92M 1.73%
48,878
-10,000
21
$2.92M 1.72%
92,598
+4,361
22
$2.91M 1.72%
47,524
+935
23
$2.9M 1.72%
61,435
+4,233
24
$2.8M 1.66%
13,217
+631
25
$2.79M 1.65%
44,887
+2,300
1
2 3 4