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
$885M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$57.9M
2
+$14.9M
3
+$10.6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.38M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.58M

Top Sells

1
+$63.6M
2
+$14.4M
3
+$3.72M
4
CELG
Celgene Corp
CELG
+$1.88M
5
EMC
EMC CORPORATION
EMC
+$1.79M

Sector Composition

1 Industrials 8.98%
2 Consumer Staples 4.48%
3 Energy 4.19%
4 Financials 3.87%
5 Technology 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
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