WAOTB

Wealth Advisors of Tampa Bay Portfolio holdings

AUM $300M
1-Year Est. Return 22.98%
This Quarter Est. Return
1 Year Est. Return
+22.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$246M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$4.51M
2
+$2.41M
3
+$1.88M
4
PFE icon
Pfizer
PFE
+$1.72M
5
MMM icon
3M
MMM
+$971K

Top Sells

1
+$2.67M
2
+$1.37M
3
+$910K
4
WMT icon
Walmart
WMT
+$897K
5
WM icon
Waste Management
WM
+$576K

Sector Composition

1 Technology 26.75%
2 Communication Services 11.68%
3 Financials 10.82%
4 Consumer Discretionary 10.28%
5 Industrials 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.1M 4.92%
72,345
-695
2
$9.5M 3.86%
42,755
-2,275
3
$8.33M 3.39%
94,857
-10,215
4
$7.8M 3.17%
20,777
-7
5
$7.29M 2.96%
31,495
-2,490
6
$6.73M 2.73%
35,352
+300
7
$6.43M 2.61%
11,768
+270
8
$6.09M 2.48%
71,243
+749
9
$5.93M 2.41%
29,428
+535
10
$5.74M 2.33%
26,436
+11
11
$5.57M 2.26%
121,620
+559
12
$5.55M 2.26%
66,165
-1,555
13
$5.48M 2.23%
17,557
-177
14
$5.36M 2.18%
189,686
+159
15
$5.14M 2.09%
33,225
+477
16
$5.12M 2.08%
112,828
+53,178
17
$4.71M 1.91%
12,849
-233
18
$4.66M 1.9%
126,337
+17,080
19
$4.61M 1.87%
88,558
+3,908
20
$4.51M 1.83%
+88,993
21
$4.26M 1.73%
69,806
-1,972
22
$4.15M 1.69%
15,451
+450
23
$4.06M 1.65%
30,629
+160
24
$4.05M 1.65%
23,065
+5,162
25
$3.99M 1.62%
278,534
+20,115
1
2 3 4 5