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
$146M
AUM Growth
-$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M

Top Sells

1
+$7.34M
2
+$6.58M
3
+$6.03M
4
WM icon
Waste Management
WM
+$5.98M
5
MSFT icon
Microsoft
MSFT
+$4.7M

Sector Composition

1 Technology 24.61%
2 Communication Services 13.73%
3 Consumer Discretionary 11.29%
4 Healthcare 11.17%
5 Financials 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.3M 5.01%
52,832
-53,150
2
$5.81M 3.98%
36,245
-37,339
3
$4.74M 3.25%
20,348
-20,174
4
$4.52M 3.1%
101,830
-92,130
5
$4.52M 3.1%
104,505
-97,881
6
$4.41M 3.03%
62,077
-60,123
7
$4.06M 2.78%
204,425
-190,535
8
$3.88M 2.66%
27,832
-27,912
9
$3.84M 2.64%
82,621
-77,041
10
$3.81M 2.61%
87,070
-85,028
11
$3.67M 2.51%
15,887
-13,487
12
$3.63M 2.49%
90,154
-86,174
13
$3.32M 2.28%
12,036
-11,718
14
$3.21M 2.2%
33,578
-32,422
15
$3.21M 2.2%
80,212
-77,152
16
$3.17M 2.17%
28,055
-22,805
17
$3.17M 2.17%
83,425
-70,185
18
$3.12M 2.14%
10,642
-10,592
19
$3.09M 2.12%
106,609
-106,109
20
$2.95M 2.02%
43,384
-46,706
21
$2.75M 1.88%
76,335
-75,775
22
$2.7M 1.85%
91,946
-72,328
23
$2.65M 1.81%
53,747
-53,193
24
$2.61M 1.79%
22,574
-22,300
25
$2.6M 1.79%
18,113
-17,523
1
2 3 4