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
$210M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$1.93M
3
+$1.3M
4
BCE icon
BCE
BCE
+$1.11M
5
ADBE icon
Adobe
ADBE
+$883K

Top Sells

1
+$3.68M
2
+$3.19M
3
+$817K
4
AVGO icon
Broadcom
AVGO
+$722K
5
COF icon
Capital One
COF
+$524K

Sector Composition

1 Technology 27.82%
2 Communication Services 12.06%
3 Consumer Discretionary 11.93%
4 Healthcare 9.72%
5 Financials 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.83M 4.67%
74,160
-5,450
2
$8.63M 4.1%
20,522
-573
3
$8.42M 4%
49,107
-1,804
4
$7.37M 3.5%
34,556
-1,097
5
$6.51M 3.09%
36,078
-1,310
6
$6.51M 3.09%
108,130
-1,313
7
$5.48M 2.6%
18,203
-927
8
$5.3M 2.52%
26,810
-46
9
$5.04M 2.39%
73,185
+2,232
10
$5.03M 2.39%
33,302
-665
11
$4.84M 2.3%
97,045
+500
12
$4.83M 2.29%
11,562
-238
13
$4.78M 2.27%
12,472
-285
14
$4.4M 2.09%
101,524
+4,285
15
$4.39M 2.09%
15,566
+40
16
$4.21M 2%
82,599
-16,029
17
$4.07M 1.94%
70,715
-285
18
$4.07M 1.93%
123,411
+2,975
19
$4.03M 1.91%
251,629
+32,386
20
$3.9M 1.85%
140,639
+46,887
21
$3.79M 1.8%
25,490
+355
22
$3.71M 1.76%
70,130
+4,570
23
$3.66M 1.74%
44,649
+3,615
24
$3.66M 1.74%
67,482
+5,315
25
$3.59M 1.71%
27,086
-680
1
2 3 4