WSTAM
Wilbanks Smith & Thomas Asset Management Portfolio holdings
AUM
$3.57B
1-Year Return
21.11%
This Quarter Return
+8.3%
1 Year Return
+21.11%
3 Year Return
+25.23%
5 Year Return
+75.06%
10 Year Return
+189.06%
AUM
$1.84B
AUM Growth
+$196M
(+12%)
Cap. Flow
+$64.3M
Cap. Flow
% of AUM
3.49%
Top 10 Holdings %
Top 10 Hldgs %
40.25%
Holding
412
New
23
Increased
157
Reduced
130
Closed
21
Top Buys
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$32M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$9.71M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$8.33M |
| 4 |
iShares Floating Rate Bond ETF
FLOT
|
$6.43M |
| 5 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$5.75M |
Sector Composition
| 1 | Technology | 7.89% |
| 2 | Industrials | 7.6% |
| 3 | Healthcare | 5.33% |
| 4 | Financials | 4.75% |
| 5 | Consumer Staples | 3.35% |
