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
$937M
AUM Growth
+$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1 +$73.6M
2 +$16.3M
3 +$15.8M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$10.7M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.19M

Top Sells

1 +$56.3M
2 +$15.2M
3 +$14.9M
4
RSPF icon
Invesco S&P 500 Equal Weight Financials ETF
RSPF
+$14.8M
5
VB icon
Vanguard Small-Cap ETF
VB
+$8.7M

Sector Composition

1 Industrials 8.65%
2 Energy 4.39%
3 Consumer Staples 4.33%
4 Technology 4.14%
5 Healthcare 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-24,852
302
$0 ﹤0.01%
14,548
+9