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
$214M
AUM Growth
+$3.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.36M
3
+$1.22M
4
ADBE icon
Adobe
ADBE
+$755K
5
MCD icon
McDonald's
MCD
+$479K

Top Sells

1
+$2.97M
2
+$1.98M
3
+$1.57M
4
CSCO icon
Cisco
CSCO
+$557K
5
SSB icon
SouthState Bank Corp
SSB
+$207K

Sector Composition

1 Technology 30.81%
2 Communication Services 12.47%
3 Consumer Discretionary 11.69%
4 Financials 8.74%
5 Healthcare 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.9M 5.56%
74,280
+120
2
$10.4M 4.83%
49,162
+55
3
$9.19M 4.29%
20,562
+40
4
$7.35M 3.43%
34,449
-107
5
$7.28M 3.39%
107,462
-668
6
$6.84M 3.19%
35,418
-660
7
$6.12M 2.85%
26,790
-20
8
$6.07M 2.83%
33,327
+25
9
$5.24M 2.44%
11,577
+15
10
$4.9M 2.28%
73,415
+230
11
$4.8M 2.24%
123,561
+150
12
$4.72M 2.2%
18,358
+155
13
$4.45M 2.07%
17,446
+1,880
14
$4.3M 2.01%
12,492
+20
15
$4.24M 1.98%
70,850
+135
16
$4.23M 1.97%
107,974
+6,450
17
$4.2M 1.96%
25,790
+300
18
$4.19M 1.96%
81,887
-712
19
$4.05M 1.89%
85,312
-11,733
20
$4.04M 1.88%
144,439
+3,800
21
$3.88M 1.81%
256,248
+4,619
22
$3.83M 1.79%
45,454
+805
23
$3.8M 1.77%
71,020
+890
24
$3.74M 1.74%
90,644
+5,235
25
$3.65M 1.7%
26,201
-885
1
2 3 4