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
$369M
AUM Growth
-$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$4.04M
2
+$1.26M
3
+$1.25M
4
WM icon
Waste Management
WM
+$1.23M
5
INTC icon
Intel
INTC
+$1.16M

Top Sells

1
+$6.23M
2
+$5.54M
3
+$5.2M
4
IDV icon
iShares International Select Dividend ETF
IDV
+$4.96M
5
VMW
VMware, Inc
VMW
+$3.52M

Sector Composition

1 Technology 25.02%
2 Healthcare 12.72%
3 Communication Services 12.68%
4 Consumer Discretionary 10.1%
5 Financials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.4M 4.99%
105,602
-650
2
$12.2M 3.29%
39,496
+1,498
3
$12.1M 3.28%
192,660
+8,780
4
$11.6M 3.15%
73,318
+7,762
5
$10.3M 2.78%
392,510
+1,780
6
$9.29M 2.51%
174,738
-700
7
$9.11M 2.47%
55,154
+4,900
8
$9.11M 2.46%
175,908
+890
9
$8.98M 2.43%
123,000
-2,680
10
$8.98M 2.43%
64,560
+320
11
$8.19M 2.22%
161,936
-500
12
$8.18M 2.21%
146,742
+14,364
13
$7.66M 2.07%
207,608
+4,600
14
$7.52M 2.04%
31,116
+260
15
$7.49M 2.03%
151,174
+23,366
16
$7.47M 2.02%
159,506
+6,834
17
$7.23M 1.96%
145,638
+30
18
$7.16M 1.94%
43,920
+4,600
19
$7.12M 1.93%
147,330
+2,960
20
$7.01M 1.9%
28,324
+3,632
21
$6.97M 1.89%
23,314
+334
22
$6.92M 1.87%
20,940
+948
23
$6.64M 1.8%
91,598
+20
24
$6.51M 1.76%
99,230
+9,706
25
$6.34M 1.72%
222,114
+21,438
1
2 3 4 5