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
$408M
AUM Growth
+$227M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$9.13M
2
+$7.02M
3
+$6.47M
4
AVGO icon
Broadcom
AVGO
+$6.2M
5
PFE icon
Pfizer
PFE
+$5.24M

Top Sells

1
+$2.77M
2
+$531K

Sector Composition

1 Technology 24.06%
2 Healthcare 13.17%
3 Communication Services 11.42%
4 Financials 9.14%
5 Consumer Discretionary 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.9M 4.63%
106,252
+51,409
2
$12.8M 3.13%
37,998
+19,253
3
$12.2M 3%
183,880
+93,150
4
$10.9M 2.68%
65,556
+29,830
5
$10.3M 2.54%
175,018
+88,684
6
$9.85M 2.42%
175,438
+90,813
7
$9.54M 2.34%
22,980
+11,488
8
$9.3M 2.28%
64,240
+32,240
9
$9.21M 2.26%
390,730
+199,342
10
$8.83M 2.17%
50,254
+25,543
11
$8.39M 2.06%
132,378
+68,038
12
$8.03M 1.97%
162,436
+82,700
13
$7.84M 1.92%
125,680
+63,116
14
$7.68M 1.88%
152,672
+80,548
15
$7.65M 1.88%
19,992
+10,561
16
$7.56M 1.85%
203,008
+116,312
17
$7.48M 1.83%
144,370
+74,260
18
$7.28M 1.79%
89,524
+44,987
19
$7.1M 1.74%
122,236
+61,268
20
$7.02M 1.72%
+145,608
21
$6.94M 1.7%
30,856
+15,596
22
$6.76M 1.66%
26,586
+13,434
23
$6.62M 1.62%
24,692
+12,299
24
$6.58M 1.61%
127,808
+65,067
25
$6.55M 1.61%
39,320
+20,040
1
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