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
$363M
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$9.96M
2
+$8.5M
3
+$6.74M
4
AVGO icon
Broadcom
AVGO
+$6.62M
5
WMT icon
Walmart
WMT
+$5.73M

Top Sells

1
+$1.29M
2
+$346K

Sector Composition

1 Technology 26.34%
2 Communication Services 12.6%
3 Consumer Discretionary 11.89%
4 Healthcare 9.77%
5 Financials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.3M 4.75%
100,822
+49,641
2
$13.7M 3.77%
43,356
+21,356
3
$13.7M 3.76%
164,680
+79,730
4
$11.7M 3.22%
219,186
+107,505
5
$10.9M 3%
71,430
+35,480
6
$10.2M 2.81%
189,980
+94,542
7
$9.96M 2.74%
+199,562
8
$9.55M 2.63%
54,544
+27,005
9
$9.43M 2.6%
143,460
+62,585
10
$9.31M 2.56%
73,236
+36,450
11
$8.74M 2.4%
66,768
+32,109
12
$8.57M 2.36%
193,368
+96,660
13
$8.3M 2.28%
31,502
+15,718
14
$7.78M 2.14%
24,050
+11,875
15
$7.58M 2.09%
25,090
+12,389
16
$7.49M 2.06%
36,930
+18,390
17
$7.45M 2.05%
128,318
+64,597
18
$7.41M 2.04%
453,652
+237,152
19
$7.17M 1.97%
235,212
+120,356
20
$6.99M 1.92%
105,640
+52,361
21
$6.47M 1.78%
53,742
+28,621
22
$6.23M 1.71%
187,760
+99,310
23
$6.06M 1.67%
131,112
+65,276
24
$6M 1.65%
140,660
+69,945
25
$5.95M 1.64%
85,688
+43,783
1
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