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
$182M
AUM Growth
+$7.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$2.28M
3
+$1.9M
4
WBA
Walgreens Boots Alliance
WBA
+$1.19M
5
DXCM icon
DexCom
DXCM
+$922K

Top Sells

1
+$3.56M
2
+$2.81M
3
+$1.73M
4
AVGO icon
Broadcom
AVGO
+$1.44M
5
AAPL icon
Apple
AAPL
+$447K

Sector Composition

1 Technology 27.54%
2 Communication Services 12.73%
3 Consumer Discretionary 12.58%
4 Healthcare 10.02%
5 Industrials 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.93M 5.44%
51,181
-2,305
2
$7.49M 4.11%
22,000
-842
3
$7.37M 4.04%
84,950
-16,600
4
$6.23M 3.42%
35,950
-775
5
$5.85M 3.21%
111,681
-735
6
$5.36M 2.94%
27,539
-772
7
$4.94M 2.71%
95,438
+30
8
$4.8M 2.63%
36,786
-15
9
$4.71M 2.58%
15,784
-210
10
$4.66M 2.56%
80,875
-860
11
$4.21M 2.31%
216,500
12
$4.15M 2.27%
34,659
-333
13
$4.07M 2.23%
63,721
-30
14
$4.02M 2.21%
114,856
+1,990
15
$4.02M 2.2%
96,708
-7
16
$3.95M 2.16%
12,701
-131
17
$3.93M 2.15%
12,175
-6
18
$3.92M 2.15%
18,540
+23
19
$3.67M 2.01%
53,847
+35
20
$3.45M 1.89%
53,279
+200
21
$3.43M 1.88%
41,905
+2,095
22
$3.26M 1.79%
25,121
+20
23
$3.24M 1.78%
88,450
+643
24
$3.21M 1.76%
+65,836
25
$3.15M 1.73%
70,715
+3,190
1
2 3 4