WSTAM
Wilbanks Smith & Thomas Asset Management Portfolio holdings
AUM
$3.57B
1-Year Return
21.11%
This Quarter Return
+3.54%
1 Year Return
+21.11%
3 Year Return
+25.23%
5 Year Return
+75.06%
10 Year Return
+189.06%
AUM
$1.14B
AUM Growth
-$36.3M
(-3.1%)
Cap. Flow
-$73.9M
Cap. Flow
% of AUM
-6.48%
Top 10 Holdings %
Top 10 Hldgs %
44.28%
Holding
364
New
34
Increased
91
Reduced
130
Closed
28
Top Buys
| 1 |
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
|
$32.1M |
| 2 |
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
|
$11.3M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$11.1M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$9.12M |
| 5 |
Vanguard Mid-Cap Growth ETF
VOT
|
$5.51M |
Top Sells
Sector Composition
| 1 | Industrials | 8.86% |
| 2 | Financials | 5.71% |
| 3 | Technology | 4.99% |
| 4 | Consumer Staples | 4.04% |
| 5 | Healthcare | 3.84% |
