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
$175M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.49M
3
+$427K
4
KHC icon
Kraft Heinz
KHC
+$390K
5
WMT icon
Walmart
WMT
+$362K

Top Sells

1
+$451K
2
+$372K
3
+$113K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$92.6K
5
TTE icon
TotalEnergies
TTE
+$67.7K

Sector Composition

1 Technology 27.45%
2 Communication Services 13.02%
3 Consumer Discretionary 11.82%
4 Healthcare 10.33%
5 Financials 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.82M 5.05%
53,486
+209
2
$6.59M 3.77%
22,842
+177
3
$6.51M 3.73%
101,550
+500
4
$5.99M 3.43%
36,725
+455
5
$5.58M 3.2%
28,311
+91
6
$5.53M 3.16%
112,416
+7,365
7
$4.99M 2.85%
95,408
+281
8
$4.83M 2.76%
81,735
-1,146
9
$4.47M 2.56%
15,994
10
$4.42M 2.53%
63,751
+919
11
$4.3M 2.46%
216,500
+3,935
12
$3.98M 2.28%
12,181
+365
13
$3.98M 2.28%
112,866
+327
14
$3.8M 2.18%
36,801
+1,091
15
$3.79M 2.17%
12,832
+616
16
$3.7M 2.12%
18,517
+702
17
$3.67M 2.1%
96,715
+700
18
$3.63M 2.08%
34,992
+259
19
$3.58M 2.05%
87,807
+1,116
20
$3.56M 2.04%
51,200
+136
21
$3.24M 1.85%
53,812
+90
22
$3.12M 1.78%
39,810
+788
23
$3.09M 1.77%
94,478
-3,464
24
$3.08M 1.76%
159,867
+16,101
25
$3.07M 1.76%
67,525
+2,075
1
2 3 4