WSTAM

Wilbanks Smith & Thomas Asset Management Portfolio holdings

AUM $3.57B
1-Year Est. Return 21.11%
This Quarter Est. Return
1 Year Est. Return
+21.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$918M
AUM Growth
-$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$80.1M
2
+$15.7M
3
+$10.8M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.7M
5
DIG icon
ProShares Ultra Energy
DIG
+$2.32M

Top Sells

1
+$78M
2
+$17M
3
+$6.59M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.54M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.44M

Sector Composition

1 Industrials 9.03%
2 Technology 4.77%
3 Consumer Staples 4.46%
4 Energy 4.32%
5 Financials 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$0 ﹤0.01%
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