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WSTAM

Wilbanks Smith & Thomas Asset Management Portfolio holdings

AUM $3.57B
1-Year Est. Return 21.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$705M
AUM Growth
-$315M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.16M
3
+$2.25M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.19M
5
COR icon
Cencora
COR
+$2.05M

Top Sells

1
+$124M
2
+$25M
3
+$24.2M
4
RSPS icon
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
+$24.2M
5
RSPF icon
Invesco S&P 500 Equal Weight Financials ETF
RSPF
+$24.1M

Sector Composition

1 Industrials 8.82%
2 Consumer Staples 5.71%
3 Technology 5.32%
4 Healthcare 4.97%
5 Financials 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$130K 0.02%
12,146
+263
252
$124K 0.02%
+20,122
253
$112K 0.02%
921
-4
254
$112K 0.02%
+35,000
255
$75K 0.01%
30,000
256
$68K 0.01%
10,000
-10,000
257
$41K 0.01%
+11,740
258
$37K 0.01%
1,000
-10
259
– –
-6,889
260
– –
-708
261
– –
-7,230
262
– –
-17,120
263
– –
-3,636
264
– –
-14,223
265
– –
-17,380
266
– –
-29,840
267
– –
-10,375
268
– –
-16,935
269
– –
-106,815
270
– –
-997
271
– –
-9,560
272
– –
-21,407
273
– –
-29,700
274
– –
-25,850
275
– –
-3,444
9 10
11
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