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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
$1.02B
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$84.2M
2
+$21.5M
3
+$3.85M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.41M
5
RSPS icon
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
+$3.03M

Top Sells

1
+$91.6M
2
+$1.97M
3
+$1.92M
4
IXN icon
iShares Global Tech ETF
IXN
+$1.71M
5
PHDG icon
Invesco S&P 500 Downside Hedged ETF
PHDG
+$1.47M

Sector Composition

1 Industrials 7.61%
2 Technology 4.21%
3 Consumer Staples 4.16%
4 Healthcare 3.66%
5 Financials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
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-15,505
302
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303
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304
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-52,735
305
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-10,980
306
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-2,331,546
307
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-3,416
308
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-32,840
309
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-5,000
310
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311
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-49,260
312
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-3,400
313
– –
-4,775
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