WAOTB

Wealth Advisors of Tampa Bay Portfolio holdings

AUM $302M
1-Year Est. Return 26.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$300M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$4.02M
3
+$3.02M
4
NOW icon
ServiceNow
NOW
+$1.97M
5
SPOT icon
Spotify
SPOT
+$1.83M

Top Sells

1
+$2.73M
2
+$1.3M
3
+$1.26M
4
LULU icon
lululemon athletica
LULU
+$1.05M
5
GS icon
Goldman Sachs
GS
+$722K

Sector Composition

1 Technology 30.02%
2 Financials 12.05%
3 Communication Services 11.27%
4 Consumer Discretionary 8.72%
5 Industrials 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.9M 6.3%
57,284
-1,785
2
$13.8M 4.6%
26,669
+5,927
3
$10.6M 3.53%
41,611
-1,289
4
$10.1M 3.36%
198,829
+33,583
5
$9.81M 3.27%
119,595
-4,140
6
$9.29M 3.09%
90,137
-425
7
$8.33M 2.77%
10,455
-974
8
$7.85M 2.62%
32,303
-847
9
$7.3M 2.43%
33,247
-1,940
10
$7.2M 2.4%
29,323
-120
11
$6.97M 2.32%
31,570
+585
12
$6.83M 2.27%
62,650
-2,540
13
$6.65M 2.21%
71,318
+350
14
$6.5M 2.16%
26,381
-225
15
$5.92M 1.97%
112,888
+8,200
16
$5.4M 1.8%
17,784
+87
17
$5.2M 1.73%
118,382
+4,464
18
$4.99M 1.66%
12,324
-415
19
$4.97M 1.66%
176,094
-1,637
20
$4.89M 1.63%
155,513
+42,405
21
$4.75M 1.58%
25,483
+1,185
22
$4.68M 1.56%
23,185
-1,235
23
$4.63M 1.54%
23,065
-140
24
$4.63M 1.54%
27,115
+8,265
25
$4.56M 1.52%
27,244
-2,895
1
2 3 4