WSTAM
Wilbanks Smith & Thomas Asset Management Portfolio holdings
AUM
$3.57B
This Quarter Return
+5.53%
1 Year Return
+21.11%
3 Year Return
+25.23%
5 Year Return
+75.06%
10 Year Return
+189.06%
AUM
$749M
AUM Growth
+$97.4M
(+15%)
Cap. Flow
+$67M
Cap. Flow
% of AUM
8.94%
Top 10 Holdings %
Top 10 Hldgs %
42.21%
Holding
289
New
27
Increased
117
Reduced
79
Closed
8
Top Buys
Top Sells
| 1 |
Invesco S&P 500 Equal Weight Financials ETF
RSPF
|
$18.6M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$5.76M |
| 3 |
Norfolk Southern
NSC
|
$3.94M |
| 4 |
Invesco DB Commodity Index Tracking Fund
DBC
|
$2.72M |
| 5 |
POT
Potash Corp Of Saskatchewan
POT
|
$1.03M |
Sector Composition
| 1 | Industrials | 8.49% |
| 2 | Consumer Staples | 5.06% |
| 3 | Energy | 4.88% |
| 4 | Healthcare | 4.44% |
| 5 | Technology | 3.96% |
