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
$181M
AUM Growth
+$1.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$940K
2
+$691K
3
+$684K
4
DIS icon
Walt Disney
DIS
+$589K
5
T icon
AT&T
T
+$487K

Top Sells

1
+$771K
2
+$432K
3
+$396K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$390K
5
GS icon
Goldman Sachs
GS
+$372K

Sector Composition

1 Technology 23.51%
2 Healthcare 13.1%
3 Communication Services 12.64%
4 Financials 9.44%
5 Consumer Discretionary 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.76M 4.29%
54,843
-2,798
2
$5.34M 2.95%
35,726
-1,373
3
$5.29M 2.92%
18,745
-652
4
$5.03M 2.78%
84,625
+406
5
$4.4M 2.43%
90,730
+2,360
6
$4.28M 2.36%
32,000
-2,920
7
$4.2M 2.32%
191,388
-1,752
8
$4.14M 2.29%
24,711
-164
9
$4.03M 2.23%
72,124
+964
10
$3.82M 2.11%
79,736
+3,198
11
$3.77M 2.08%
11,492
-83
12
$3.71M 2.05%
86,334
-519
13
$3.7M 2.05%
62,564
+294
14
$3.57M 1.97%
13,152
-477
15
$3.56M 1.97%
9,431
-985
16
$3.5M 1.93%
64,340
-3,480
17
$3.34M 1.85%
62,741
+143
18
$3.25M 1.79%
15,260
+1,160
19
$3.19M 1.76%
25,474
-670
20
$3.17M 1.75%
19,280
-800
21
$3.16M 1.75%
86,696
+4,121
22
$3.16M 1.75%
60,968
-294
23
$3.12M 1.72%
70,110
+1,550
24
$3.03M 1.67%
44,537
-3,232
25
$2.99M 1.65%
12,393
+17
1
2 3 4