WSTAM
Wilbanks Smith & Thomas Asset Management Portfolio holdings
AUM
$3.57B
This Quarter Return
+5.5%
1 Year Return
+21.11%
3 Year Return
+25.23%
5 Year Return
+75.06%
10 Year Return
+189.06%
AUM
$1.18B
AUM Growth
+$1.18B
(+5.7%)
Cap. Flow
+$9.73M
Cap. Flow
% of AUM
0.83%
Top 10 Holdings %
Top 10 Hldgs %
44.05%
Holding
358
New
46
Increased
109
Reduced
117
Closed
28
Top Buys
| 1 |
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
|
$19.3M |
| 2 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$9.55M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$5.66M |
| 4 |
LRFC
Logan Ridge Finance Corp
LRFC
|
$5.26M |
| 5 |
iShares Global Tech ETF
IXN
|
$5.24M |
Top Sells
Sector Composition
| 1 | Industrials | 7.91% |
| 2 | Financials | 5.23% |
| 3 | Technology | 4.75% |
| 4 | Consumer Staples | 3.76% |
| 5 | Healthcare | 3.63% |
