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
$161M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$824K
2
+$746K
3
+$711K
4
AMZN icon
Amazon
AMZN
+$643K
5
MSFT icon
Microsoft
MSFT
+$556K

Top Sells

1
+$673K
2
+$634K
3
+$612K
4
USB icon
US Bancorp
USB
+$578K
5
VZ icon
Verizon
VZ
+$423K

Sector Composition

1 Technology 24.62%
2 Communication Services 12.84%
3 Consumer Discretionary 11.77%
4 Healthcare 10.59%
5 Financials 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.92M 4.29%
53,277
+445
2
$5.69M 3.52%
36,270
+25
3
$5.65M 3.5%
101,050
-780
4
$5.44M 3.37%
22,665
+2,317
5
$5.15M 3.19%
82,881
+260
6
$4.97M 3.07%
105,051
+546
7
$4.63M 2.87%
28,220
+388
8
$4.53M 2.81%
95,127
+14,915
9
$4.52M 2.8%
62,832
+755
10
$4.44M 2.75%
86,691
-379
11
$4.21M 2.61%
15,994
+107
12
$4.1M 2.54%
212,565
+8,140
13
$4.06M 2.51%
11,816
+1,174
14
$3.86M 2.39%
12,216
+180
15
$3.65M 2.26%
51,064
+7,680
16
$3.59M 2.23%
112,539
+5,930
17
$3.44M 2.13%
53,722
-25
18
$3.36M 2.08%
96,015
+4,069
19
$3.35M 2.08%
76,889
-13,265
20
$3.14M 1.94%
31,109
-605
21
$3.13M 1.94%
39,022
+4,360
22
$3.06M 1.9%
34,733
+1,155
23
$3M 1.86%
35,710
+7,655
24
$2.98M 1.84%
65,450
+582
25
$2.96M 1.84%
80,275
+3,940
1
2 3 4