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
$1.02B
AUM Growth
+$1.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$8.71M
3
+$5.97M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.04M
5
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$2.67M

Top Sells

1
+$10.2M
2
+$6.21M
3
+$4.5M
4
RXI icon
iShares Global Consumer Discretionary ETF
RXI
+$3.08M
5
VTV icon
Vanguard Value ETF
VTV
+$2.17M

Sector Composition

1 Industrials 6.99%
2 Technology 4.1%
3 Consumer Staples 3.87%
4 Healthcare 3.81%
5 Financials 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
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