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
$826M
AUM Growth
-$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$9.04M
2
+$7.85M
3
+$6.06M
4
EXI icon
iShares Global Industrials ETF
EXI
+$4.63M
5
IXC icon
iShares Global Energy ETF
IXC
+$4.37M

Top Sells

1
+$136M
2
+$29.4M
3
+$29.1M
4
RSPF icon
Invesco S&P 500 Equal Weight Financials ETF
RSPF
+$27.4M
5
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$27.2M

Sector Composition

1 Industrials 7.98%
2 Consumer Staples 5.62%
3 Technology 5.16%
4 Healthcare 4.82%
5 Financials 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-35,698
302
– –
-65,475
303
– –
-9,544
9 10 11 12
13