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
$234M
AUM Growth
-$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.07M
3
+$772K
4
CVX icon
Chevron
CVX
+$657K
5
GD icon
General Dynamics
GD
+$322K

Top Sells

1
+$2.38M
2
+$1.96M
3
+$1.75M
4
LH icon
Labcorp
LH
+$1.36M
5
VZ icon
Verizon
VZ
+$1.3M

Sector Composition

1 Technology 31.38%
2 Consumer Discretionary 11.48%
3 Communication Services 10.59%
4 Financials 10.47%
5 Industrials 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.9M 7.25%
73,040
-1,105
2
$11.3M 4.83%
45,030
+195
3
$9.49M 4.07%
105,072
-940
4
$8.76M 3.75%
20,784
-89
5
$7.69M 3.29%
35,052
+110
6
$6.86M 2.94%
33,985
-23
7
$6.58M 2.82%
11,498
-7
8
$6.2M 2.65%
32,748
-180
9
$6.14M 2.63%
28,893
+990
10
$5.75M 2.46%
121,061
-4,050
11
$5.45M 2.33%
26,425
-110
12
$5.34M 2.29%
70,494
-1,026
13
$5.2M 2.23%
67,720
-1,295
14
$5.14M 2.2%
17,734
-34
15
$5.09M 2.18%
13,082
+155
16
$5.04M 2.16%
85,107
-355
17
$5.02M 2.15%
15,001
-3,053
18
$4.36M 1.87%
84,650
+1,302
19
$4.32M 1.85%
189,527
-728
20
$4.17M 1.79%
48,621
+2,157
21
$4.1M 1.76%
109,257
-1,010
22
$4.06M 1.74%
71,778
+306
23
$3.68M 1.58%
7,570
+2,194
24
$3.64M 1.56%
24,850
-460
25
$3.53M 1.51%
30,469
+300
1
2 3 4