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
$240M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.22M
3
+$1.63M
4
NVDA icon
NVIDIA
NVDA
+$797K
5
BAC icon
Bank of America
BAC
+$724K

Top Sells

1
+$1.5M
2
+$1.06M
3
+$1.01M
4
MCHP icon
Microchip Technology
MCHP
+$718K
5
RTX icon
RTX Corp
RTX
+$133K

Sector Composition

1 Technology 28.64%
2 Consumer Discretionary 12.1%
3 Communication Services 11.81%
4 Financials 9.52%
5 Industrials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.8M 5.34%
74,145
-135
2
$10.4M 4.36%
44,835
-4,327
3
$8.98M 3.75%
20,873
+311
4
$8.56M 3.57%
106,012
-1,450
5
$7.06M 2.95%
34,008
-441
6
$6.51M 2.72%
34,942
-476
7
$6.42M 2.68%
27,903
+1,113
8
$5.7M 2.38%
11,505
-72
9
$5.65M 2.36%
125,111
+1,550
10
$5.46M 2.28%
32,928
-399
11
$5.41M 2.26%
17,768
+322
12
$5.24M 2.19%
12,927
+435
13
$4.96M 2.07%
69,015
-1,835
14
$4.94M 2.06%
18,054
-304
15
$4.83M 2.02%
74,788
+1,373
16
$4.8M 2%
46,464
+1,010
17
$4.71M 1.96%
71,520
+500
18
$4.67M 1.95%
26,535
+745
19
$4.61M 1.92%
110,267
+2,293
20
$4.55M 1.9%
85,462
+150
21
$4.4M 1.83%
262,036
+5,788
22
$4.35M 1.81%
83,348
+1,461
23
$4.27M 1.78%
147,613
+3,174
24
$4.19M 1.75%
190,255
-635
25
$4.14M 1.73%
92,133
+1,489
1
2 3 4