WSTAM
Wilbanks Smith & Thomas Asset Management Portfolio holdings
AUM
$3.57B
This Quarter Return
+5.4%
1 Year Return
+21.11%
3 Year Return
+25.23%
5 Year Return
+75.06%
10 Year Return
+189.06%
AUM
$937M
AUM Growth
+$937M
(+5.9%)
Cap. Flow
+$26.1M
Cap. Flow
% of AUM
2.79%
Top 10 Holdings %
Top 10 Hldgs %
42.63%
Holding
321
New
32
Increased
105
Reduced
98
Closed
22
Top Buys
| 1 |
Invesco S&P 500 Equal Weight Energy ETF
RSPG
|
$78M |
| 2 |
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
|
$16.7M |
| 3 |
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
|
$16.5M |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
$10.9M |
| 5 |
Apple
AAPL
|
$9.96M |
Top Sells
Sector Composition
| 1 | Industrials | 8.65% |
| 2 | Energy | 4.39% |
| 3 | Consumer Staples | 4.33% |
| 4 | Technology | 4.14% |
| 5 | Healthcare | 3.71% |